AUMdb

Avetta, Llc 401(k) Plan

Sponsored by Avetta, Llc · EIN 800878180 · Plan #001

Total assets
$33.5M
Net assets
$33.5M
Active participants
516
With balances
498

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $7,732