Continuum Advantage, Llc 401(k) Plan
Sponsored by Continuum Advantage, Llc · EIN 843896652 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 205
- With balances
- 244
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 |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $80,964 |
| The Finway Group Llc | Contract administrator | $5,953 |
| Envestnet Retirement Solutions, Llc | Other fees | $2,018 |
| Empower Advisory Group, Llc | Participant communication | $1,294 |
| Qualified Plan Consultants, Llc | Contract administrator | $300 |
| Principal Securities Inc | Other commissions | $0 |