AUMdb

Schonfeld 401(k) Plan

Sponsored by Schonfeld Strategic Advisors Llc · EIN 475082310 · Plan #001

Total assets
$87.2M
Net assets
$87.2M
Active participants
507
With balances
752

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
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Cetera Investment Advisors Llc Investment advisory (plan) $31,345
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $29,029
Cetera Advisor Networks Llc Investment advisory (plan) $15,285