Certain Affinity 401(k) Plan
Sponsored by Certain Affinity, Inc. · EIN 352612895 · Plan #001
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 143
- With balances
- 213
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Regions Bank | Investment advisory (plan) | $27,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $18,574 |
| Bauer & Company | Accounting | $9,900 |