AUMdb

Theradex Systems, Inc. Retirement Savings Plan

Sponsored by Theradex Systems, Inc. · EIN 222418075 · Plan #001

Total assets
$24.9M
Net assets
$24.9M
Active participants
109
With balances
141

Plan year beginning 07/01/2024 · 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
Merrill Lynch Pierce Finner & Smith Investment advisory (plan) $38,182
Withum Smith & Brown, Pc Accounting $31,200
Empower Annuity Insurance Company Recordkeeping fees $29,780
Stalker & Associates Contract administrator $8,403