AUMdb

Resolvit Resources Llc 401(k) Retirement Plan

Sponsored by Aditi Consulting Llc · EIN 264656792 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
58
With balances
131

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
Creative Planning Llc Consulting (general), Investment advisory (plan) $27,650
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $3,153