AUMdb

Placeworks 401(k) Plan

Sponsored by Placeworks, Inc. · EIN 952975827 · Plan #002

Total assets
$27.4M
Net assets
$27.4M
Active participants
138
With balances
165

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
Retire America Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $53,236
July Business Services Llc Recordkeeping $4,680