AUMdb

Exyte Americas 401(k) Retirement Savings Plan

Sponsored by Exyte Americas Holding, Inc. · EIN 742792091 · Plan #001

Total assets
$152M
Net assets
$152M
Active participants
1,918
With balances
2,385

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
Wellspring Financial, Llc CRD 288023 fuzzy_auto · 94% 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 $153,559
Wellspring Financial Partners, Llc Investment advisory (plan) $82,370