AUMdb

Sorenson Communications, Llc. 401(k) Profit Sharing Plan

Sponsored by Sorenson Communications Llc. · EIN 870650555 · Plan #001

Total assets
$317M
Net assets
$317M
Active participants
6,108
With balances
8,503

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $83,994