AUMdb

Maven Wave Partners 401(k) Plan

Sponsored by Maven Wave Partners · EIN 262998308 · Plan #001

Total assets
$34.4M
Net assets
$34.4M
Active participants
251
With balances
467

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
Edward Jones Recordkeeping, Trustee (institutional), Other services $62,774
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $11,836
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0