AUMdb

Frankly Media, Llc 401(k) Plan

Sponsored by Frankly Media, Llc · EIN 870609958 · Plan #001

Total assets
$5.0M
Net assets
$5.0M
Active participants
76
With balances
105

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $16,656
Raymond James & Associates Inc Investment advisory (plan) $13,870