AUMdb

Deepintent, Inc. 401(k) Plan

Sponsored by Deepintent, Inc. · EIN 811776810 · Plan #001

Total assets
$11.8M
Net assets
$11.8M
Active participants
162
With balances
190

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
World Investment Advisors Llc Investment advisory (plan) $22,364
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $5,060