AUMdb

Field Nation 401(k)

Sponsored by Field Nation, Llc · EIN 320240592 · Plan #001

Total assets
$16.7M
Net assets
$16.7M
Active participants
165
With balances
211

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $38,213
Mma Securities Investment advisory (plan) $34,770
Strategic Advisors, Inc. Investment advisory (plan) $5,217