AUMdb

Upstaging, Inc. 401(k) Savings Plan

Sponsored by Upstaging, Inc. · EIN 362790019 · Plan #001

Total assets
$37.1M
Net assets
$37.1M
Active participants
513
With balances
314

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
Miller Cooper & Co.,Ltd Consulting fees $34,502
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $6,025