AUMdb

Lucid Software Inc. 401(k) Plan

Sponsored by Lucid Software Inc. · EIN 264737100 · Plan #001

Total assets
$88.4M
Net assets
$88.4M
Active participants
927
With balances
1,260

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
Onedigital Investment Advisors Llc CRD 106766 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $82,296
One Digital Investment management, Direct payment from the plan $56,793