Easypost 401(k) Plan
Sponsored by Simpler Postage, Inc. Dba Easypost · EIN 461393085 · Plan #001
- Total assets
- $23.6M
- Net assets
- $23.6M
- Active participants
- 473
- With balances
- 418
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $43,567 |
| Global Retirement Partners Llc | Investment advisory (plan) | $25,962 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $11,645 |
| Empower Annuity Insurance Company | Recordkeeping fees | $225 |