AUMdb

Phusion Projects, Llc 401(k) Plan

Sponsored by Phusion Projects, Llc · EIN 208141359 · Plan #001

Total assets
$12.4M
Net assets
$12.4M
Active participants
118
With balances
169

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $28,484
Mma Securities Llc Investment advisory (plan) $27,445