AUMdb

Semler Scientific, Inc. Retirement Trust

Sponsored by Semler Scientific, Inc. · EIN 261367393 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
79
With balances
92

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Investment advisory (plan), Direct payment from the plan $9,001
Ascensus Llc Other fees, Participant loan processing, Recordkeeping $4,410