AUMdb

Source Code Holdings Llc 401(k) Plan

Sponsored by Source Code Holdings Llc · EIN 824981760 · Plan #001

Total assets
$34.7M
Net assets
$34.7M
Active participants
318
With balances
350

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
The Angell Pension Group Inc Other services, Other fees, Contract administrator $10,227
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $7,600
Morgan Stanley Other services, Other commissions, Other fees $0
Wilshire Associates Llc Investment advisory (plan), Other investment fees and expenses $0