AUMdb

Src Ventures, Inc. 401 K Retirement Plan

Sponsored by Src Ventures, Inc. · EIN 800946320 · Plan #001

Total assets
$72.9M
Net assets
$72.9M
Active participants
235
With balances
484

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
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $34,190
Fustcharles Llp Accounting, Direct payment from the plan $7,428