AUMdb

Viapath 401 K Plan

Sponsored by Global Tellink Corporation · EIN 631071001 · Plan #001

Total assets
$95.4M
Net assets
$95.4M
Active participants
1,180
With balances
1,369

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

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 $135,483
Creative Planning Llc Investment advisory (plan) $78,439
Strategic Advisors, Inc. Investment advisory (plan) $28,761