AUMdb

Accertify Retirement Savings Plan

Sponsored by Accertify, Inc. · EIN 262708428 · Plan #001

Total assets
$21.2M
Net assets
$21.2M
Active participants
334
With balances
314

Plan year beginning 05/01/2024 · 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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $19,031