AUMdb

Predictive Index Retirement Trust Plan

Sponsored by Predictive Index, Llc · EIN 611748187 · Plan #002

Total assets
$30.9M
Net assets
$30.9M
Active participants
219
With balances
302

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, Sub-transfer agency fees, Recordkeeping fees $950