Assetgenie, Inc. 401(k) Plan
Sponsored by Assetgenie, Inc. · EIN 810681903 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 256
- With balances
- 207
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 |
|---|---|---|
| Hamilton Capital, Llc CRD 109116 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hamilton Capital | Investment advisory (plan) | $9,511 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $4,101 |
| Dunbar, Bender & Zapf, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,911 |