Abzena 401(k) Plan
Sponsored by Abzena San Diego Inc. · EIN 731731905 · Plan #001
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 289
- With balances
- 462
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 |
|---|---|---|
| Aurora Private Wealth, Inc. CRD 281604 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aurora Private Wealth Inc | Investment advisory (plan) | $63,923 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $46,324 |