AUMdb

Living Your Best Retirement Life 401(k) Plan

Sponsored by Kadiant, Llc · EIN 833935694 · Plan #001

Total assets
$9.9M
Net assets
$9.9M
Active participants
2,008
With balances
486

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
Empower Annuity Insurance Company Recordkeeping fees $68,057
Merrill Lynch Investment advisory (plan) $41,541
Intac Actuarial Services Contract administrator $8,831
Fasten Halberstam Llp Accounting $7,500
Ascensus Holdings Dba Futureplan Contract administrator $0