Addium 401(k) Plan
Sponsored by Addium, Inc. · EIN 911207832 · Plan #001
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 117
- With balances
- 219
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 |
|---|---|---|
| Stancorp Financial Group | Direct payment from the plan | $46,984 |
| D.A. Davidson & Co | Custodial (securities), Shareholder servicing fees | $46,083 |
| Randall & Hurley, Inc. | Investment advisory (plan), Consulting fees, Direct payment from the plan | $5,319 |
| Charles Schwab | Custodial (securities), Shareholder servicing fees | $2,143 |