AUMdb

Monetate 401(k) Plan

Sponsored by Monetate, Inc. · EIN 261801822 · Plan #002

Total assets
$5.0M
Net assets
$5.0M
Active participants
91
With balances
132

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 Vanguard Group, Inc. Other fees, Participant loan processing, Direct payment from the plan $2,235