AUMdb

Beachbody, Llc 401(k) Plan

Sponsored by Beachbody, Llc · EIN 954717599 · Plan #001

Total assets
$114M
Net assets
$114M
Active participants
319
With balances
924

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 Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $101,456
Sageview Advisory Group Llc Investment advisory (plan) $48,750
Moss Adams Accounting $21,000