AUMdb

Newegg 401(k) Plan

Sponsored by Newegg Inc. · EIN 203225548 · Plan #001

Total assets
$67.2M
Net assets
$67.2M
Active participants
640
With balances
962

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 $79,455
Sageview Advisory Group Llc Investment advisory (plan) $63,691
Strategic Advisors, Inc. Investment advisory (plan) $22,076