AUMdb

The Sphere Institute/Acumen Llc 401(k) Plan

Sponsored by The Sphere Institute · EIN 911748201 · Plan #001

Total assets
$74.9M
Net assets
$74.9M
Active participants
618
With balances
904

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $61,759
Miller Kaplan Arase Llp Accounting $13,750