AUMdb

Redaptive, Inc. 401(k) Plan

Sponsored by Redaptive, Inc. · EIN 473325760 · Plan #001

Total assets
$19.6M
Net assets
$19.6M
Active participants
171
With balances
244

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
Silicon Valley Retirement Services, Llc CRD 154756 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $23,534
Silicon Valley Retirement Services Investment management, Direct payment from the plan $17,170