AUMdb

Fashionphile Group, Llc 401(k) Plan

Sponsored by Fashionphile Group, Llc · EIN 833700733 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
389
With balances
206

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
Cerity Partners Retirement Plan Advisors Llc CRD 164198 fuzzy_auto · 96% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $67,104
Cerity Partners Retirement Plan Investment advisory (plan) $17,147
Strategic Advisors, Inc. Investment advisory (plan) $5,660

Filing history

Plan year Assets Participants Source
01/01/2024 $8.4M 389 ack 20250904134138NAL0016188305001
01/01/2020 149 ack 20250507171919NAL0024873026001