Concept Solutions, Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Concept Solutions, Llc · EIN 541941311 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 195
- With balances
- 178
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $61,416 |
| Osaic Wealth, Inc. | Investment advisory (plan) | $36,554 |