Act On Software, Inc. 401(k) Plan
Sponsored by Act On Software, Inc. · EIN 204971292 · Plan #002
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 98
- With balances
- 228
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 |
|---|---|---|
| Cedar Mountain Advisors, Llc CRD 140339 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kbf Cpas Audit, Llp | Accounting | $14,000 |
| Cedar Mountain Advisors Llc | Investment advisory (plan) | $5,625 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,116 |