Shift7 Digital 401(k) Plan
Sponsored by Siteworx Holdings, Llc · EIN 900905501 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 58
- With balances
- 130
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 |
|---|---|---|
| Wellington Consulting Services Inc CRD 105837 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Consulting Services, Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $44,244 |
| Envestnet Asset Management Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $1,917 |
| Charles Schwab & Company | Securities brokerage | $875 |