AUMdb

Cybersoft 401(k) P/S Plan

Sponsored by Cybersoft · EIN 760560869 · Plan #001

Total assets
$7.0M
Net assets
$7.0M
Active participants
139
With balances
127

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
Sharebuilder Advisors, Llc CRD 300537 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Sharebuilder Advisor Llc Investment advisory (plan), Direct payment from the plan $22,699
Ascensus Llc Recordkeeping fees, Other fees, Participant loan processing $6,827