AUMdb

Bandwidth Inc. 401(k) Profit Sharing And Trust

Sponsored by Bandwidth Inc. · EIN 562242657 · Plan #001

Total assets
$108M
Net assets
$108M
Active participants
871
With balances
1,088

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ubs Financial Services Inc Investment advisory (plan) $116,596
Eisneramper Llp Accounting $14,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$95,065