AUMdb

Teads, Inc. 401(k) Plan

Sponsored by Teads, Inc. · EIN 990379325 · Plan #001

Total assets
$29.2M
Net assets
$29.2M
Active participants
273
With balances
341

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Recordkeeping fees, Participant loan processing $177,450
Orenda Retirement, Llc Other services, Direct payment from the plan, Other fees $4,650
Commonwealth Financial Network Investment advisory (plan), Other fees $0
Wilshire Associates Incorporated Investment advisory (plan), Other investment fees and expenses $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0