Checkmarx Inc 401 K Profit Sharing Plan Trust
Sponsored by Checkmarx Inc · EIN 463714840 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 156
- With balances
- 180
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 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 | $45,183 |
| Hallowell 401(k) Assurance, Llc | Accounting, Direct payment from the plan | $12,000 |
| Planned Retirement Consultants & Ad | Contract administrator, Direct payment from the plan, Other services | $4,324 |
| Cetera Advisors Llc | Investment advisory (plan), Other fees | $0 |
| Cetera Investment Advisors Llc | Investment advisory (plan), Other fees | $0 |