Act Llc 401(k) Plan
Sponsored by Act Llc · EIN 841599982 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 55
- With balances
- 124
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $28,721 |
| Osaic Wealth, Inc. | Investment advisory (plan), Consulting (general), Insurance services | $23,158 |
| Lee Cpa Audit Group | Accounting, Direct payment from the plan | $13,650 |