Agh 401(k) Plan
Sponsored by Arbre Group Holding Corporation · EIN 264818607 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 98
- With balances
- 138
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 |
|---|---|---|
| Rtd Financial Advisors Inc CRD 110744 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Participant loan processing, Float revenue, Recordkeeping fees | $17,844 |
| Rtd Financial Advisors Inc. | Investment advisory (plan) | $17,534 |
| Haefele, Flanagan & Co., P.C. | Accounting | $16,000 |