AUMdb

1618 Holding, Llc 401(k) Profit Sharing Plan And Trust

Sponsored by 1618 Holding, Llc · EIN 844331551 · Plan #001

Total assets
$2.8M
Net assets
$2.8M
Active participants
33
With balances
70

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 $16,140
Raymond James Financial Service Recordkeeping, Trustee (institutional), Other services $14,699