AUMdb

Electroimpact, Inc. 401(k) Profit Sharing Plan

Sponsored by Electroimpact, Inc. · EIN 911341557 · Plan #001

Total assets
$178M
Net assets
$178M
Active participants
338
With balances
555

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
Trautmann Maher & Associates Recordkeeping, Participant loan processing, Recordkeeping fees $62,082
Charles Schwab Custodial (securities), Trustee (institutional) $13,208