AUMdb

Digital Remedy 401 K Plan

Sponsored by Cpx Interactive Dba Digital Remedy · EIN 203664765 · Plan #003

Total assets
$13.4M
Net assets
$13.4M
Active participants
106
With balances
181

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Equitable Advisors, Llc CRD 6627 deterministic · 100% 2024
Hightower Advisors, Llc CRD 145323 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Hightower Advisors Llc Investment advisory (plan) $24,945
Transamerica Retirement Solution Recordkeeping, Participant loan processing, Investment management fees (indirect) $17,643
Hill Barth & King Llc Accounting $15,500
Equitable Advisors Llc Investment advisory (plan) $8,708
Alliant Insurance Services Inc Recordkeeping, Participant loan processing, Recordkeeping fees $4,414
Fjc & Associates, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $2,025