You Need A Budget Llc 401(k) Profit Sharing Plan And Trust
Sponsored by You Need A Budget Llc · EIN 472847611 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 151
- With balances
- 178
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $3,172 |