AUMdb

Addgene 403(b) Savings And Retirement Plan

Sponsored by Addgene, Inc · EIN 900133592 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
112
With balances
133

Plan year beginning 01/01/2024 · Profit-sharing

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
Alerus Retirement Solutions Recordkeeping, Participant loan processing, Participant communication $12,229