Equiniti 401(k) Plan
Sponsored by Equiniti Trust Company · EIN 133439945 · Plan #001
- Total assets
- $127M
- Net assets
- $127M
- Active participants
- 977
- With balances
- 1,292
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prinicipal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $149,467 |
| Mma Securities Llc | Investment advisory (plan), Direct payment from the plan | $61,969 |
| Compass Retirement Consulting Group | Contract administrator, Other fees, Direct payment from the plan | $41,815 |
| Compass 360, Llc | Contract administrator, Direct payment from the plan | $34,963 |