AUMdb

Eq United 401(k) Retirement Savings Plan

Sponsored by Days Llc Dba Eq United · EIN 351062560 · Plan #002

Total assets
$6.7M
Net assets
$6.7M
Active participants
142
With balances
173

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
Cerity Partners Retirement Plan Advisors Llc CRD 164198 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $23,713
Cerity Partners Retirement Plan Investment advisory (plan) $6,286