Financial Statement Services, Inc. Retirement Savings Plan
Sponsored by Financial Statement Services , Inc. · EIN 330032400 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 216
- With balances
- 240
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $28,567 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $27,162 |