AUMdb

Changeis, Inc. 401(k)

Sponsored by Changeis, Inc. · EIN 510661181 · Plan #001

Total assets
$9.6M
Net assets
$9.6M
Active participants
168
With balances
182

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
Washington Financial Group, Inc. CRD 132369 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Pcs Retirement Llc Contract administrator, Recordkeeping, Consulting (general) $30,867
Washington Financial Group, Llp Investment advisory (plan), Investment management $28,647