AUMdb

Notions Marketing 401 K Plan

Sponsored by Notions Marketing Corporation · EIN 381903169 · Plan #001

Total assets
$13.9M
Net assets
$13.9M
Active participants
403
With balances
228

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
Osaic Wealth Inc Other commissions $0
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees -$16,052