AUMdb

Intertrust Technologies Corporation 401(k) Savings Plan

Sponsored by Intertrust Technologies Corporation · EIN 521672106 · Plan #001

Total assets
$23.0M
Net assets
$23.0M
Active participants
43
With balances
107

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
Mercator Investment Management Llc CRD 296809 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $27,786
Mercer Investment Management Inc Investment advisory (plan) $27,718