AUMdb

Anser Advisory Llc 401 K Retirement Plan

Sponsored by Anser Advisory, Llc. · EIN 330690787 · Plan #002

Total assets
$65.2M
Net assets
$65.2M
Active participants
960
With balances
986

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
Seia Llc Recordkeeping, Trustee (institutional), Other services $80,740
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $80,111