AUMdb

The Connectme 401(k) Plan

Sponsored by Modern Hr, Inc. · EIN 810741257 · Plan #002

Total assets
$108M
Net assets
$108M
Active participants
12,573
With balances
3,196

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
Kah Capital Management, Llc CRD 298287 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $377,601
Kaye Capital Management Consulting (general), Investment advisory (plan), Direct payment from the plan $40,500