AUMdb

Funding Circle Usa, Inc. 401(k) Plan

Sponsored by Funding Circle Usa, Inc. · EIN 464041624 · Plan #001

Total assets
$12.6M
Net assets
$12.6M
Active participants
91
With balances
266

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $18,783