AUMdb

Econometrica, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Econometrica, Inc. · EIN 522108043 · Plan #001

Total assets
$8.0M
Net assets
$8.0M
Active participants
90
With balances
98

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
Nationwide Contract administrator, Trustee (institutional), Participant loan processing $10,040
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $4,197
Citigroup Global Markets Inc Other commissions, Finders' fees/placement fees $0