Compact Information Systems, Llc 401(k) Plan
Sponsored by Compact Information Systems, Llc · EIN 911542980 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 99
- With balances
- 145
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 |
|---|---|---|
| Lincoln Investment Planning, Llc CRD 519 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln Investment Planning | Investment advisory (plan) | $28,288 |
| Transamerica Retirement Solns | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $14,057 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,352 |
| Mesirow Financial | Investment advisory (plan) | $2,271 |