AUMdb

Sirsidynix 401(k) Profit Sharing Plan

Sponsored by Sirsidynix · EIN 631233771 · Plan #001

Total assets
$53.4M
Net assets
$53.4M
Active participants
233
With balances
343

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
Captrust Financial Advisors Investment advisory (participants), Investment advisory (plan) $50,533
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$36,920