AUMdb

Sagenet 401(k) Plan

Sponsored by Sagenet Llc · EIN 731551328 · Plan #001

Total assets
$69.4M
Net assets
$69.4M
Active participants
447
With balances
631

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 Commerce Trust Company Consulting (general) $82,450
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $4,784