Amplio Corporation 401(k) Plan
Sponsored by Amplio Corporation · EIN 262784495 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 131
- With balances
- 196
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 |
|---|---|---|
| Sound Financial, Llc CRD 292271 | fuzzy_auto · 94% | 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) | $50,324 |
| Sound Financial Group | Investment advisory (plan), Direct payment from the plan | $26,213 |