AUMdb

Evidation Health 401(k) Plan

Sponsored by Evidation Health, Inc. Dba The Activity Exchange · EIN 454887421 · Plan #001

Total assets
$22.9M
Net assets
$22.9M
Active participants
92
With balances
242

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $15,080
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $13,441