AUMdb

Datasite Global Corporation 401(k) Incentive Savings Plan

Sponsored by Datasite Llc · EIN 412007271 · Plan #002

Total assets
$121M
Net assets
$121M
Active participants
790
With balances
910

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $43,636