AUMdb

Density 401(k) Plan

Sponsored by Density, Inc. · EIN 465559197 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
59
With balances
90

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $1,875
Edward Jones Investment advisory (plan), Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0