AUMdb

Tray.Io 401(k) Plan

Sponsored by Tray.Io, Inc · EIN 371785941 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
45
With balances
173

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

Linked investment advisers

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

Firm Match Plan year
Human Interest Advisors Llc CRD 269875 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Human Interest Advisor Llc Contract administrator, Investment advisory (plan), Investment management fees (direct) $19,253