Take2 Consulting, Llc 401(k) Retirement Plan
Sponsored by Take2 Consulting, Llc · EIN 472507011 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 887
- With balances
- 514
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| First Light Wealth, Llc CRD 325471 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Light Wealth Llc | Investment advisory (plan) | $23,350 |
| Empower Annuity Insurance Company | Recordkeeping fees | $7,793 |
| Adp, Inc. | Investment advisory (plan) | $7,386 |