AUMdb

Functional Devices 401(k) Profit Sharing Plan

Sponsored by Functional Devices, Inc. · EIN 351161515 · Plan #001

Total assets
$5.9M
Net assets
$5.9M
Active participants
153
With balances
193

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
Faircourt Partners, Llc CRD 295508 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Faircourt Partners, Llc Investment advisory (plan), Direct payment from the plan $26,856
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $21,979