AUMdb

Fivetran Inc. 401(k) Plan

Sponsored by Fivetran Inc. · EIN 461571767 · Plan #001

Total assets
$69.1M
Net assets
$69.1M
Active participants
646
With balances
792

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $22,757
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $4,917