Paychex Pooled Employer 401(k) Plan
Sponsored by Paychex Retirement Llc · EIN 853275179 · Plan #001
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 621,703
- With balances
- 255,088
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Ele Advisory Services, Inc CRD 148228 | deterministic · 100% | 2024 |
| Integrity Financial Corporation CRD 137125 | deterministic · 100% | 2024 |
| Ifp Advisors, Llc CRD 125112 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Cape Investment Advisory, Inc. CRD 146384 | deterministic · 100% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Delta Capital Management, Llc CRD 128350 | deterministic · 100% | 2024 |
| Cetera Advisory Services Llc CRD 285648 | fuzzy_auto · 95% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Marin Financial Llc CRD 325239 | fuzzy_auto · 97% | 2024 |
| 401 K Generation CRD 154279 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
| Steelhead Wealth Management Llc CRD 338410 | fuzzy_auto · 96% | 2024 |
| Lifesteps Financial, Inc. CRD 153852 | deterministic · 100% | 2024 |
| Stonehenge Retirement Planners Llc CRD 292489 | deterministic · 100% | 2024 |
| Keith Mcbride Financial Services Inc. CRD 307499 | fuzzy_auto · 99% | 2024 |
| Fiduciary Benefits Group CRD 326204 | deterministic · 100% | 2024 |
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
| Excel Wealth Management, Llc CRD 299602 | deterministic · 100% | 2024 |
| Hantz Financial Services, Inc. CRD 46047 | deterministic · 100% | 2024 |
| Florida Financial Advisors, Llc CRD 288811 | deterministic · 100% | 2024 |
| Sax Wealth Advisors, Llc CRD 119193 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Investment advisory (participants) | $11,899,319 |
| Excel Wealth Management, Llc | Investment advisory (participants) | $560,227 |
| Mesirow Financial Holdings, Inc | Investment management, Investment management fees (indirect) | $543,541 |
| Mid Atlantic Trust Company | Trustee (directed) | $322,968 |
| Cape Investment Advisory, Inc | Investment advisory (participants) | $290,081 |
| 401 K Generation Inc. | Investment advisory (participants) | $285,125 |
| Lpl Financial | Investment advisory (participants) | $60,385 |
| Keith Mcbride Financial Services, I | Investment advisory (participants) | $53,511 |
| Wells Fargo Advisors | Investment advisory (participants) | $49,510 |
| Commonwealth Financial Network | Investment advisory (participants) | $45,885 |
| Fermata 401 K, Llc | Investment advisory (participants) | $44,231 |
| Osaic Wealth, Inc. | Investment advisory (participants) | $37,405 |
| Stonehenge Retirement Planners Llc | Investment advisory (participants) | $35,050 |
| Kestra Advisory Services, Llc | Investment advisory (participants) | $29,291 |
| Steel Peak Wealth Management | Investment advisory (participants) | $28,242 |
| Fiduciary Benefits Group, Inc. | Investment advisory (participants) | $16,071 |
| Resources Investment Advisors | Investment advisory (participants) | $15,853 |
| Ele Advisory Services, Inc. | Investment advisory (participants) | $14,363 |
| Cetera Advisors Llc | Investment advisory (participants) | $13,400 |
| Delta Capital Management Llc | Investment advisory (participants) | $13,122 |
| Integrity Financial Corporation | Investment advisory (participants) | $11,503 |
| Securities America Advisors | Investment advisory (participants) | $10,254 |
| Lifesteps Financial Inc | Investment advisory (participants) | $9,373 |
| Cambridge Investment Research | Investment advisory (participants) | $8,746 |
| Hantz Financial Services | Investment advisory (participants) | $8,499 |
| Martine Financial Co | Investment advisory (participants) | $7,900 |
| Jw Cole Advisors, Inc. | Investment advisory (participants) | $7,023 |
| Ifp Advisors, Inc. | Investment advisory (participants) | $6,653 |
| Wealthsource | Investment advisory (participants) | $5,983 |
| Equitable Advisors, Llc | Investment advisory (participants) | $5,915 |
| Florida Financial Advisors | Investment advisory (participants) | $5,576 |
| Sax Wealth Advisors, Llc | Investment advisory (participants) | $5,186 |
| O.N. Investment Management Company | Investment advisory (participants) | $5,081 |