AUMdb

Fetch, Inc. 401(k) Plan

Sponsored by Fetch, Inc. · EIN 134264009 · Plan #001

Total assets
$12.1M
Net assets
$12.1M
Active participants
308
With balances
415

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
Equitable Advisors, Llc CRD 6627 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Equitable Advisors Llc Investment advisory (plan) $65,830
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $39,621
Admin. Group, Llc Dba Tag Resources Recordkeeping, Participant loan processing, Recordkeeping fees $36,752
Transamerica Trust Company Trustee (institutional) $167