Platinum Equity 401(k) Plan
Sponsored by Platinum Equity, Llc · EIN 954666134 · Plan #001
- Total assets
- $313M
- Net assets
- $313M
- Active participants
- 484
- 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 |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | 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 |
|---|---|---|
| Rpa Financial, Llc | Investment advisory (participants) | $40,000 |
| Plante & Moran, Pllc | Accounting | $21,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $17,893 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $7,277 |