AUMdb

Amsive Llc 401(k) Plan

Sponsored by Amsive, Llc · EIN 843339624 · Plan #001

Total assets
$65.8M
Net assets
$65.8M
Active participants
634
With balances
792

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Workplace Services, Llc Plan administrator, Trustee (discretionary), Investment management $63,336
Strategic Advisors, Inc. Investment advisory (plan) $7,963
Bradshaw, Gordon & Clinkscales, Llc Consulting (general) $7,603