AUMdb

Nalu Medical, Inc. 401(k) Plan

Sponsored by Nalu Medical, Inc. · EIN 472189314 · Plan #001

Total assets
$12.1M
Net assets
$12.1M
Active participants
227
With balances
217

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Cambridge Investment Research Investment advisory (plan) $23,360
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $988