AUMdb

Fiscalnote 401(k) Retirement Plan

Sponsored by Fiscalnote, Inc. · EIN 800934908 · Plan #001

Total assets
$55.8M
Net assets
$55.8M
Active participants
355
With balances
710

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
Sentinel Benefits Group, Llc Recordkeeping $81,312
Kestra Financial Advisors Recordkeeping $44,000
Fidelity Institutional Recordkeeping $15,270