Ycharts 401(k) Plan
Sponsored by Ycharts Inc. · EIN 272106940 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 120
- With balances
- 137
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 |
|---|---|---|
| Newsquare Capital, Llc CRD 152430 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newsquare Capital, Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $17,897 |
| Pcs Retirement | Contract administrator, Recordkeeping | $9,474 |