Dynata, Llc Employee 401(k) Plan
Sponsored by Dynata, Llc · EIN 920188807 · Plan #001
- Total assets
- $114M
- Net assets
- $114M
- Active participants
- 4,474
- With balances
- 1,117
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $84,688 |
| Cetera Investment Advisors Llc | Investment advisory (plan) | $84,688 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $25,166 |