AUMdb

Datapath, Inc. 401(k) Retirement Plan

Sponsored by Datapath, Inc. · EIN 582256153 · Plan #001

Total assets
$12.3M
Net assets
$12.3M
Active participants
127
With balances
204

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
Kovack Advisors, Inc. CRD 140808 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $66,863
Kovack Advisors Inc. Investment advisory (plan), Consulting fees $28,043