AUMdb

Somnia, Inc. 401(k) Plan & Trust

Sponsored by Somnia, Inc. · EIN 134181770 · Plan #001

Total assets
$30.4M
Net assets
$30.4M
Active participants
434
With balances
271

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
Pkf O'connor Davies Accounting $14,000
Citigroup Global Markets Inc Other commissions $0
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$9,712