AUMdb

Effectus Group 401(k) Savings Plan

Sponsored by Effectus Group · EIN 471510914 · Plan #001

Total assets
$14.4M
Net assets
$14.4M
Active participants
145
With balances
173

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,875