AUMdb

Seven2/14 Four 401(k) Plan

Sponsored by Seven Two, Inc. · EIN 201084854 · Plan #001

Total assets
$6.5M
Net assets
$6.5M
Active participants
62
With balances
99

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
Ten Capital Investment Advisors Llc Investment advisory (plan), Consulting fees $33,324
Randall & Hurley, Inc. Claims processing, Recordkeeping, Participant communication $2,538