AUMdb

Securekloud Technologies Inc 401(k) Plan

Sponsored by Securekloud Technologies Inc · EIN 275023350 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
87
With balances
111

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
Cambridge Investments, Llc CRD 174460 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Csm&D Accounting, Direct payment from the plan $14,375
Cambridge Investment Advisor Investment advisory (plan), Direct payment from the plan $10,876
Ascensus Llc Other commissions, Participant loan processing, Other fees $2,867