AUMdb

Activecampaign 401 K Plan

Sponsored by Activecampaign, Llc · EIN 200215482 · Plan #001

Total assets
$53.2M
Net assets
$53.2M
Active participants
488
With balances
712

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Workplace Services, Llc Plan administrator, Trustee (discretionary), Investment management $66,171
Mma Securities Investment advisory (plan) $49,385