Surepoint Technologies 401 K Plan
Sponsored by Surepoint Technologies, Inc. · EIN 825159054 · Plan #001
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 191
- With balances
- 199
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Inc. | Investment advisory (plan), Direct payment from the plan | $36,416 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $20,303 |
| The Benefits Consulting Group, Inc. | Other services, Other fees | $0 |
| Creative Planning, Llc | Investment advisory (participants), Consulting fees | $0 |