AUMdb

98 Point6 Inc. Retirement Trust

Sponsored by 98 Point6 Inc. · EIN 473490194 · Plan #001

Total assets
$21.7M
Net assets
$21.7M
Active participants
25
With balances
317

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
Vanguard/Ascensus Recordkeeping $22,505