AUMdb

Rategain Technologies, Inc. 401(k) Savings Plan

Sponsored by Rategain Technologies, Inc. · EIN 352531679 · Plan #001

Total assets
$28.7M
Net assets
$28.7M
Active participants
103
With balances
248

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
Milliman, Inc. Recordkeeping, Consulting (pension), Copying and duplicating $53,694
Alliant Retirement Consulting Recordkeeping, Consulting (pension), Direct payment from the plan $41,783
Hogan Taylor Llp Recordkeeping, Consulting (pension), Direct payment from the plan $18,750
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Shareholder servicing fees $17
Charles Schwab & Co., Inc. Custodial (securities), Trustee (directed), Shareholder servicing fees $0