Anthesis 401(k) Plan & Trust
Sponsored by Anthesis Llc · EIN 463550428 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 136
- With balances
- 192
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 |
|---|---|---|
| Vestwell | Contract administrator, Investment advisory (plan), Investment management fees (direct) | $35,610 |
| Carbon Collective Investing, Llc | Other commissions | $16,902 |