Precisely Software Incorporated 401(k) Plan
Sponsored by Precisely Software Incorporated · EIN 221854351 · Plan #001
- Total assets
- $329M
- Net assets
- $329M
- Active participants
- 1,179
- With balances
- 1,631
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $85,052 |
| Sageview Advisory Group | Investment advisory (participants), Investment advisory (plan) | $69,628 |
| Grant Thornton Llp | Accounting | $29,300 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $19,781 |