AUMdb

Molecular Templates, Inc. 401(k) Plan

Sponsored by Molecular Templates, Inc. · EIN 264296035 · Plan #001

Total assets
$18.8M
Net assets
$18.8M
Active participants
0
With balances
243

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
Oppenheimer & Co. Inc. CRD 249 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Oppenheimer & Co Investment advisory (plan), Direct payment from the plan $56,850
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $24,844
Peggy S. Edge, Cpa Llc Accounting, Direct payment from the plan $8,500