Fineos Corporation 401(k) Profit Sharing Plan And Trust
Sponsored by Fineos Corporation · EIN 043512701 · Plan #001
- Total assets
- $31.3M
- Net assets
- $31.3M
- Active participants
- 191
- With balances
- 237
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $7,562 |
| Cambridge Investment Research | Other fees | $0 |
| Ascensus | Other services | $0 |
| Mariner Wealth Advisors | Other fees | $0 |