AUMdb

Calance 401(k) Profit Sharing Plan

Sponsored by Partners Information Technology, Inc. · EIN 453764514 · Plan #002

Total assets
$38.4M
Net assets
$38.4M
Active participants
183
With balances
261

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
Mgo Cpa Other fees $36,468
Nova 401(k) Associates Other services $1,000
Ascensus Other services $688