Company Information

Get to know PlanFees

PlanFees is a financial technology product offered by Broadridge Fi360 Solutions. It is a comprehensive benchmarking system designed for financial professionals to evaluate and compare retirement plan fees (such as for 401(k) plans) against a vast national database of plans. The platform's mission is to provide advisors with the data and reporting tools necessary to meet their fiduciary responsibilities, justify plan fees, and help their clients make informed decisions. By offering robust data analytics and customizable reports, PlanFees helps advisors demonstrate value and ensure fee reasonableness in a highly regulated environment.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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PlanFees

United States

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Provided by TrustFinance

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

Company hasn't provided information.

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.