AUMdb

Ednetics 401(k) Plan

Sponsored by Ednetics Incorporated · EIN 841408391 · Plan #001

Total assets
$18.0M
Net assets
$18.0M
Active participants
121
With balances
132

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Smith Barney Llc Investment advisory (participants) $32,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $7,355
Randall & Hurley, Inc. Recordkeeping, Consulting (pension), Participant communication $4,097