AUMdb

Transcendia, Inc. 401(k) And Profit Sharing Plan

Sponsored by Transcendia, Inc. · EIN 362534974 · Plan #002

Total assets
$51.5M
Net assets
$51.5M
Active participants
687
With balances
883

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $86,047