Parasol Group 401(k) Plan
Sponsored by Parasol Group, Inc. · EIN 822051845 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Capital Group Private Client Services, Inc. CRD 312837 | fuzzy_auto · 93% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial, Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $6,265 |
| Capital Group Retirement Plan Servi | Recordkeeping, Investment management, Participant loan processing | $6,050 |
| Cook Martin Poulson, Pc | Accounting, Consulting (pension) | $720 |