AUMdb

Higherechelon 401(k) Plan

Sponsored by Higherechelon, Inc. · EIN 270992562 · Plan #001

Total assets
$14.8M
Net assets
$14.8M
Active participants
348
With balances
374

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
Ameritas Life Insurance Corp Claims processing, Contract administrator, Recordkeeping $8,763
Matrix Trust Company Custodial (securities), Participant loan processing, Direct payment from the plan $1,781