York Space Systems 401(k) Plan
Sponsored by York Space Systems · EIN 454590519 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 424
- With balances
- 332
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 |
|---|---|---|
| Ironwood Financial, Llc CRD 151004 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ironwood Financial Llc | Investment advisory (plan) | $34,216 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $18,142 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees, Securities brokerage | $4,850 |