Datum Software 401(k) Plan
Sponsored by Datum Software · EIN 582015603 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 107
- With balances
- 209
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 |
|---|---|---|
| Ubs Financial Services, Inc. | Recordkeeping, Trustee (institutional), Other services | $18,880 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $16,882 |
| Wells Fargo Advisors Financial Netw | Recordkeeping, Trustee (institutional), Other services | $7,055 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |