AUMdb

Personalis, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Personalis, Inc. · EIN 275411038 · Plan #001

Total assets
$34.5M
Net assets
$34.5M
Active participants
225
With balances
456

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
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $18,213