Simpeo 401(k) Plan
Sponsored by Simpeo, Llc · EIN 831723892 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 500
- With balances
- 286
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 |
|---|---|---|
| Raymond James | Investment advisory (plan) | $55,123 |
| Transamerica Financial Life Ins | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $37,880 |
| Avintus, Llc | Plan administrator | $15,892 |
| The Benefit Advantage | Recordkeeping, Participant loan processing, Recordkeeping fees | $6,450 |