AUMdb

Data Axle, Inc. Retirement Plan

Sponsored by Data Axle, Inc. · EIN 470751545 · Plan #001

Total assets
$227M
Net assets
$227M
Active participants
938
With balances
1,256

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $144,046
Groom Law Group, Chartered Direct payment from the plan $38,253