Concord Servicing Corporation 401(k) Psp
Sponsored by Concord Servicing Corporation · EIN 860617322 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 133
- With balances
- 170
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 |
|---|---|---|
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Fin Network | Investment advisory (plan), Direct payment from the plan | $29,912 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $26,270 |