AUMdb

Earned Visibility, Inc. 401(k) Retirement Plan

Sponsored by Earned Visibility, Inc. · EIN 161613411 · Plan #001

Total assets
$25.2M
Net assets
$25.2M
Active participants
236
With balances
404

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
Morgan Stanley Global Banking Ops Consulting (general) $89,179
John Hancock Recordkeeping, Recordkeeping fees, Participant loan processing $56,252