Five Star Technology Solutions, Llc 401 K Plan
Sponsored by Five Star Technology Solutions, Llc · EIN 550906339 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 141
- With balances
- 142
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 |
|---|---|---|
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Advisor | Investment advisory (plan), Direct payment from the plan | $13,961 |
| Ascensus Llc | Recordkeeping fees, Other fees, Recordkeeping | $8,577 |
| Blue & Co Llc | Accounting, Direct payment from the plan | $6,000 |