AUMdb

Exo S Us, Llc 401(k) Plan

Sponsored by Exo S Us, Llc · EIN 202683580 · Plan #002

Total assets
$8.1M
Net assets
$8.1M
Active participants
123
With balances
195

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Jp Morgan Invest Holdings Llc Recordkeeping fees $26,781
Mma Securities Llc Investment advisory (plan) $11,312