AUMdb

Salsify, Inc. 401(k) Plan

Sponsored by Salsify, Inc · EIN 454561673 · Plan #001

Total assets
$37.5M
Net assets
$37.5M
Active participants
273
With balances
521

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $43,595
Gallagher Fiduciary Advisors Llc Investment advisory (plan) $34,992