AUMdb

System One Holdings, Llc 401(k) Savings Plan

Sponsored by System One Holdings, Llc · EIN 261614980 · Plan #001

Total assets
$104M
Net assets
$103M
Active participants
8,326
With balances
1,918

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $134,510
Pnc Bank National Association Investment advisory (plan) $42,547