AUMdb

Informatica Llc 401(k) Retirement Plan

Sponsored by Informatica Llc · EIN 770333710 · Plan #001

Total assets
$613M
Net assets
$613M
Active participants
1,654
With balances
2,776

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
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 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 $188,275
Moss Adams Accounting $30,450
Sageview Advisory Group, Llc Consulting (general), Investment advisory (participants) $22,226