AUMdb

Cellnetix 401(k) Profit Sharing Plan

Sponsored by Cellnetix Labs, Llc · EIN 203097520 · Plan #001

Total assets
$120M
Net assets
$120M
Active participants
405
With balances
618

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $88,940
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $47,740
Vanguard Advisers Inc. Investment advisory (participants) $16,447