AUMdb

Chatmeter, Inc. 401(k) Profit Sharing Plan

Sponsored by Chatmeter, Inc. · EIN 452473347 · Plan #001

Total assets
$9.3M
Net assets
$9.3M
Active participants
109
With balances
194

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
Lpl Financial Sms Passive Investment advisory (participants), Investment advisory (plan) $17,014
1 Nationwide Plaza Recordkeeping $12,655
Fidelity Investments Recordkeeping fees, Account maintenance fees $1,917
San Diego Pension Consultants Consulting (general), Consulting (pension) $620
Nationwide Recordkeeping $286