AUMdb

Safari Circuits, Llc 401(k) Plan

Sponsored by Safari Circuits, Llc · EIN 873955696 · Plan #001

Total assets
$8.5M
Net assets
$8.5M
Active participants
161
With balances
163

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
Rockefeller & Co. Llc CRD 294197 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Participant loan processing, Recordkeeping fees, Other fees $19,737
Rockefeller Investment advisory (plan), Direct payment from the plan $5,371