Eclinical Solutions Llc 401(k) Profit Sharing Plan
Sponsored by Eclinical Solutions Llc · EIN 461093068 · Plan #001
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 200
- With balances
- 276
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $20,383 |
| Baker Tilly Us | Accounting | $17,500 |
| Rpa Financial Llc | Investment advisory (plan) | $9,190 |
| Third Party Administrators, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,648 |
| Nbt Bank Na | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,800 |
| The Mandmarblestone Group, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $675 |