AUMdb

Network Funding, L.P. Safe Harbor 401(k) Plan

Sponsored by Network Funding, L.P. · EIN 760561995 · Plan #001

Total assets
$32.6M
Net assets
$32.6M
Active participants
262
With balances
287

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
Segment Wealth Management, Llc CRD 164877 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Segment Wealth Management Investment advisory (plan) $87,553
The Vanguard Group, Inc. Participant loan processing, Other fees $9,206
Loren D Stark Company Participant loan processing, Other fees $4,620