Civis Analytics Retirement Savings Plan
Sponsored by Civis Analytics, Inc. · EIN 462018701 · Plan #001
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 46
- With balances
- 325
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 |
|---|---|---|
| Faircourt Partners, Llc CRD 295508 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Faircourt Partners Llc | Investment advisory (plan), Direct payment from the plan | $34,521 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $30,892 |