AUMdb

Analytic Partners, Inc. 401(k) Plan

Sponsored by Analytic Partners, Inc. · EIN 134177380 · Plan #002

Total assets
$28.7M
Net assets
$28.7M
Active participants
325
With balances
421

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
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rbc Capital Markets Llc Investment advisory (plan) $62,226
Empower Life & Annuity Insurance Co Recordkeeping fees $51,051