Avantik 401(k) Plan
Sponsored by Belair Instrument Company, Llc Dba Avantik · EIN 465528724 · Plan #002
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 235
- With balances
- 236
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $20,497 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,955 |
| Lpl Financial Corporation | Investment advisory (plan) | $430 |