Workplace Elements 401(k) Savings Plan
Sponsored by Workplace Elements · EIN 263359223 · Plan #001
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 227
- With balances
- 296
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
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 | $77,820 |
| Nfp Retirement Inc. | Investment advisory (plan), Direct payment from the plan | $51,488 |
| Pension Assurance Llp | Accounting, Direct payment from the plan | $15,000 |
| Creative Retirement Plan Consulting | Other services, Other fees | $350 |