Simplus 401(k) Retirement Plan
Sponsored by Outbox Systems, Inc. · EIN 472080218 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 173
- With balances
- 247
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (plan) | $44,157 |
| Empower Annuity Insurance Company | Recordkeeping fees | $39,840 |
| Tanner Llc | Accounting | $7,148 |
| Empower Advisory Group, Llc | Investment management | $1,864 |