Outsource, Llc 401 K Profit Sharing Plan
Sponsored by Outsource, Llc · EIN 200586432 · Plan #002
- Total assets
- $20.2M
- Net assets
- $20.2M
- Active participants
- 8,298
- With balances
- 1,295
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 |
|---|---|---|
| Holden Wealth Management Llc CRD 161190 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments | Recordkeeping fees, Participant loan processing, Account maintenance fees | $96,801 |
| Actuarial Benefits Corp. | Consulting (general) | $51,096 |
| Holden Wealth Management Inc. | Investment advisory (plan) | $41,628 |