AUMdb

Sai360 401(k) Savings Plan

Sponsored by Sai360 Inc. · EIN 731688805 · Plan #001

Total assets
$55.1M
Net assets
$55.1M
Active participants
162
With balances
375

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
Northwestern Mutual Wealth Mgmt Co Investment advisory (plan) $78,403
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $8,772