AUMdb

Calsoft Labs, Inc. 401(k) Plan

Sponsored by Calsoft Labs, Inc. · EIN 900642783 · Plan #001

Total assets
$2.9M
Net assets
$2.9M
Active participants
183
With balances
338

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Uniglobal Pension Planning Inc Contract administrator $2,100
Empower Advisory Group, Llc Investment management $490
Empower Annuity Insurance Company Recordkeeping fees $0