Ethos Group 401(k) Plan
Sponsored by Ethos Group, Inc. · EIN 752672389 · Plan #001
- Total assets
- $59.1M
- Net assets
- $59.1M
- Active participants
- 650
- With balances
- 669
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 |
|---|---|---|
| Sage Advisory Services Ltd Co CRD 106236 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sage Advisory Services | Investment advisory (plan) | $169,917 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $70,510 |