Risk Strategies Pooled Employer Plan For Private Equity Portfolio Co's
Sponsored by Plan Compliance Services, Inc. · EIN 593708427 · Plan #030
- Total assets
- $72.1M
- Net assets
- $72.1M
- Active participants
- 1,167
- With balances
- 1,989
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 |
|---|---|---|
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Pension Services, Llc | Contract administrator | $236,152 |
| Empower Annuity Insurance Company | Recordkeeping fees | $88,090 |
| Securities America Advisors | Investment advisory (plan) | $83,165 |
| Creative Planning Llc | Other fees | $39,307 |
| Mesirow Financial Investment | Investment management | $7,519 |