Asure Operations Llc 401(k) Retirement Plan
Sponsored by Asure Operations Llc · EIN 881525884 · Plan #002
- Total assets
- $42.0M
- Net assets
- $42.0M
- Active participants
- 629
- With balances
- 930
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $93,201 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $41,903 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $14,156 |