Outsourcing Strategies, Inc. 401(k) Profit Sharing Plan
Sponsored by Outsourcing Strategies, Inc. · EIN 203151312 · Plan #001
- Total assets
- $34.4M
- Net assets
- $34.4M
- Active participants
- 2,079
- With balances
- 1,251
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 |
|---|---|---|
| Fourstar Wealth Advisors, Llc CRD 169613 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $125,999 |
| Fourstar Wealth Advisors Llc | Consulting (general), Investment advisory (plan) | $58,988 |