Magic Software Participating Companies 401(k) Plan
Sponsored by Coretech Consulting Group, Llc · EIN 043709993 · Plan #001
- Total assets
- $52.2M
- Net assets
- $52.2M
- Active participants
- 2,347
- With balances
- 4,759
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $142,316 |
| Envestnet Retirement Solutions | Investment advisory (plan) | $30,120 |
| Teal, Becker & Chiaramonte | Accounting, Direct payment from the plan | $26,850 |