AUMdb

Callpod, Inc. 401 K Plan

Sponsored by Callpod, Inc. · EIN 364449504 · Plan #001

Total assets
$12.2M
Net assets
$12.2M
Active participants
334
With balances
265

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $4,820
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $0