The Partner Companies 401(k) Plan
Sponsored by The Partner Companies Llc · EIN 852379191 · Plan #001
- Total assets
- $30.0M
- Net assets
- $30.0M
- Active participants
- 546
- With balances
- 571
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 |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $146,327 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $39,178 |