AUMdb

Canvas Worldwide Llc Retirement Plan

Sponsored by Canvas Worldwide Llc · EIN 383975313 · Plan #001

Total assets
$34.4M
Net assets
$34.4M
Active participants
491
With balances
664

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Osaic Wealth Inc Investment advisory (plan) $62,940
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $58,967