AUMdb

Softdocs Sc, Llc 401(k) Plan

Sponsored by Softdocs Sc, Llc · EIN 571072887 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
124
With balances
198

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
First Citizens Bank & Trust. Investment advisory (plan), Direct payment from the plan $23,810
Ascensus Llc Other commissions, Recordkeeping fees, Participant loan processing $3,726