AUMdb

Red Ventures, Llc 401(k) Plan

Sponsored by Red Ventures Llc · EIN 562177622 · Plan #001

Total assets
$235M
Net assets
$235M
Active participants
1,778
With balances
3,418

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $275,351
Strategic Advisors, Inc. Investment advisory (plan) $77,915
Kestra Investment Services Llc Investment advisory (plan) $50,000