Remitly, Inc. 401(k) Plan
Sponsored by Remitly, Inc. · EIN 452441988 · Plan #001
- Total assets
- $57.1M
- Net assets
- $57.1M
- Active participants
- 792
- With balances
- 875
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $46,454 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $10,656 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $79 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |