Facet Wealth, Inc. 401(k) Plan
Sponsored by Facet Wealth, Inc. · EIN 813453207 · Plan #001
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 147
- With balances
- 262
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 |
|---|---|---|
| Guideline, Inc. | Plan administrator, Recordkeeping, Consulting (general) | $18,792 |
| Benefit Trust Company | Custodial (other), Custodial (securities) | $0 |