AUMdb

Entact, Llc 401(k) Savings Plan

Sponsored by Entact, Llc · EIN 770594061 · Plan #001

Total assets
$52.9M
Net assets
$52.9M
Active participants
689
With balances
500

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
Creative Planning, Llc CRD 105348 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 $142,751
Creative Planning, Inc. Investment advisory (plan), Other fees $0