AUMdb

Applied Composites Retirement Plan

Sponsored by Ac&A Enterprises, Llc · EIN 201695946 · Plan #001

Total assets
$40.0M
Net assets
$40.0M
Active participants
786
With balances
683

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $155,274
Creative Planning, Llc Investment advisory (plan) $63,200