AUMdb

Snapdocs 401(k) Plan

Sponsored by Snapdocs, Inc. · EIN 464305179 · Plan #001

Total assets
$24.5M
Net assets
$24.5M
Active participants
205
With balances
402

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, 401(m) arrangement

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
Empower Annuity Insurance Company Recordkeeping fees $59,567
Empower Advisory Group, Llc Investment management $7,327