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401(k) Plan
Basic 401k Administrative Services & Fees
ADVISOR - SUBMITTER EMAIL
*
ADVISOR - SUBMITTER NAME
Legal Company Name:
*
Primary Contact First Name:
Primary Contact Last Name:
*
Primary Contact Gender:
*
Male
Female
Primary Contact Phone:
*
Primary Contact Cell Phone:
*
Primary Contact Address:
Endereço de várias linhas
Country/Region
Address
City
Zip / Postal code
Company EIN:
*
Company Tax Structure:
*
Choose
State of Business Incorporation:
*
Choose
Current Number of Active Full Time Employees:
*
Does the company currently have a retirement plan?
*
No
401(k)
SEP
SIMPLE
401(k) & Profit Sharing
Profit Sharing Only
Does the Company have a Defined Benefit?
*
Yes
No
Current Total of Assets Under Management in the 401(k) Plan:
*
Name of the Third Party Administrator - TPA if not the financial institution:
*
AimPoint
Pension Services Inc
Definiti
Future Plan
N/A
Other
Name of the Third Part Administrator - TPA if not the financial institution: Other
*
Submit
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