AUMdb

Element Biosciences 401(k) Plan

Sponsored by Element Biosciences, Inc. · EIN 822593536 · Plan #001

Total assets
$27.5M
Net assets
$27.5M
Active participants
347
With balances
401

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
Cambridge Investments, Llc CRD 174460 fuzzy_auto · 94% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $44,506
Cambridge Investment Group Investment advisory (plan) $23,192
Fidelity Investments Inst Participant loan processing, Recordkeeping fees, Account maintenance fees $20,317
Jpmorgan Securities Llc Investment advisory (plan) $11,544
Empower Advisory Group, Llc Investment management $8,885
Premier Plan Consultants, Inc. Contract administrator $2,100
Strategic Advisors, Inc Investment advisory (plan) $7