AUMdb

Noodle Partners, Pbc (Dba Noodle) 401(k) Plan

Sponsored by Noodle Partners, Pbc (Dba Noodle) · EIN 463611390 · Plan #002

Total assets
$15.4M
Net assets
$15.4M
Active participants
260
With balances
378

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $89,734
The Benefit Practice Other services, Direct payment from the plan, Other fees $13,750
Kestra Advisory Services, Llc Investment advisory (plan), Other fees $0