AUMdb

Enghouse Interactive 401(k) Plan

Sponsored by Enghouse Interactive · EIN 860486871 · Plan #001

Total assets
$103M
Net assets
$103M
Active participants
372
With balances
679

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners Llc Investment advisory (plan) $65,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $51,918
Strategic Advisors, Inc. Investment advisory (plan) $21,368
Cliftonlarsonallen Llp Accounting $18,375