AUMdb

Interactions, Llc 401(k) Plan

Sponsored by Interactions, Llc · EIN 200800098 · Plan #001

Total assets
$37.5M
Net assets
$37.5M
Active participants
199
With balances
394

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $30,000
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $18,055
Strategic Advisors, Inc. Investment advisory (plan) $6,715