AUMdb

Fullstack Inc. 401(k) Plan

Sponsored by Fullstack, Inc. · EIN 822572115 · Plan #001

Total assets
$27.6M
Net assets
$27.6M
Active participants
823
With balances
686

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
Invst, Llc CRD 282863 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ameritas Life Insurance Corp Claims processing, Contract administrator, Plan administrator $130,082
Invst Investment advisory (participants), Investment advisory (plan), Investment management $91,073
Charles Schwab Bank Custodial (securities), Participant loan processing, Direct payment from the plan $5,335