Expedition Technology, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Expedition Technology, Inc. · EIN 464016188 · Plan #001
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 115
- With balances
- 147
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 |
|---|---|---|
| Kestra Investment Services Llc | Investment advisory (plan) | $20,273 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$127 |