AUMdb

Payette Associates Inc. 401(k) Plan

Sponsored by Payette Associates Inc. · EIN 042379313 · Plan #001

Total assets
$48.6M
Net assets
$48.6M
Active participants
198
With balances
274

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
Strategic Advisors, Inc. Investment advisory (plan) $7,675
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$9,763