Conference Technologies, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Conference Technologies, Inc. · EIN 431501713 · Plan #001
- Total assets
- $40.6M
- Net assets
- $40.6M
- Active participants
- 881
- With balances
- 938
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $182,604 |
| Orenda Retirement Llc | Contract administrator, Other services, Other fees | $17,250 |
| Sbhu Life Agency | Other fees, Other services | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |
| Morningstar Investment Mgmt Llc | Investment advisory (participants), Consulting fees | $0 |