AUMdb

Executive Charge Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Executive Charge Inc · EIN 112456247 · Plan #002

Total assets
$4.7M
Net assets
$4.7M
Active participants
111
With balances
183

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
Paychex, Inc. Recordkeeping $25,051
Onedigital Topco Llc Investment advisory (participants) $10,432