AUMdb

Semblex Corporation Employee Profit Sharing & 401(k) Plan

Sponsored by Semblex Corporation · EIN 362664176 · Plan #001

Total assets
$29.6M
Net assets
$29.6M
Active participants
307
With balances
323

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
Strategic Advisors Llc CRD 125882 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 $44,803
Pnc Bank National Association Investment advisory (plan) $42,092
Strategic Advisors, Inc. Investment advisory (plan) $7,580