AUMdb

Redapt, Inc. Plan

Sponsored by Redapt, Inc. · EIN 273048112 · Plan #001

Total assets
$22.8M
Net assets
$22.8M
Active participants
141
With balances
199

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
M Holdings Securities, Inc. CRD 43285 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
M Holdings Securities Inc Investment advisory (plan) $38,955
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $1,700