AUMdb

Desktop Labs Retirement Plan

Sponsored by Desktop Labs Inc. · EIN 874655344 · Plan #001

Total assets
$14.2M
Net assets
$14.2M
Active participants
265
With balances
242

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $49,710
Cambridge Investment Research Inc Investment advisory (plan), Other fees $0
Aegis Retirement Partners, Llc Other services, Other fees $0