AUMdb

Solugenix Corporation 401(k) Plan

Sponsored by Solugenix Corporation · EIN 201631341 · Plan #001

Total assets
$15.8M
Net assets
$15.8M
Active participants
274
With balances
212

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
Bayntree Wealth Advisors, Llc CRD 226708 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Bayntree Wealth Advisors, Llc Investment advisory (participants) $33,305
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $5,418