AUMdb

Abc Technologies 401(k) Plan

Sponsored by Abc Group Holdings, Inc. · EIN 621364495 · Plan #001

Total assets
$73.2M
Net assets
$73.2M
Active participants
4,421
With balances
2,065

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
Highland Consulting Associates Inc. CRD 109834 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $130,319
Highland Consulting Associartes, I Consulting (general), Investment advisory (plan) $75,223
Pension Assurance Llp Accounting, Consulting (general) $25,000
Creative Planning Holdco, Llc Consulting (general) $9,102