AUMdb

Beyondsoft Consulting, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Beyondsoft Consulting, Inc. · EIN 201880311 · Plan #001

Total assets
$34.4M
Net assets
$34.4M
Active participants
387
With balances
875

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $122,022
Sweeney Conrad, P.S. Accounting, Direct payment from the plan $9,785