Conservice, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Conservice, Llc · EIN 870660875 · Plan #001
- Total assets
- $67.7M
- Net assets
- $67.7M
- Active participants
- 3,211
- With balances
- 1,844
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 |
|---|---|---|
| Iron Gate Global Advisors, Llc CRD 111177 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $100,395 |
| Iron Gate Global Advisors Llc | Investment advisory (plan) | $79,072 |