AUMdb

Congruity Hr Retirement Savings Plan

Sponsored by Congruity Hr Holding Company, Llc · EIN 474028932 · Plan #001

Total assets
$23.4M
Net assets
$23.4M
Active participants
895
With balances
862

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
Slavic Mutual Funds Management Corp. CRD 113833 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Slavic Integrated Administration Recordkeeping, Participant loan processing, Participant communication $125,483
Congruity Hr Holding Company, Llc Plan administrator $33,757
Slavic Mutual Fund Management Corp Investment management, Investment management fees (direct) $21,847