AUMdb

Extenet Systems. Inc. 401(k) Plan

Sponsored by Extenet Systems. Inc. · EIN 223876065 · Plan #001

Total assets
$27.4M
Net assets
$27.4M
Active participants
165
With balances
320

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
Ubs Financial Services Inc. CRD 8174 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
Ubs Financial Services Inc Investment advisory (plan) $38,131
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $25,129
Strategic Advisors, Inc. Investment advisory (plan) $8,388