AUMdb

Atalaya Capital Management 401(k) Plan

Sponsored by Atalaya Capital Management Lp · EIN 113774841 · Plan #002

Total assets
$30.8M
Net assets
$30.8M
Active participants
157
With balances
162

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
Kathmere Capital Management, Llc CRD 305118 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nfp Retirement Investment advisory (plan), Direct payment from the plan $32,891
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $19,351
Kathmere Capital Management Investment advisory (plan), Direct payment from the plan $15,976