Avid Center Retirement Plan 403(b)
Sponsored by The Avid Center · EIN 330522594 · Plan #001
- Total assets
- $43.3M
- Net assets
- $43.3M
- Active participants
- 305
- With balances
- 385
Plan year beginning 01/01/2024 · 401(m) arrangement, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co | Contract administrator, Participant loan processing, Direct payment from the plan | $83,046 |
| Lincoln National Corporations | Contract administrator | $125 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |
| Actuarial Benefits Corporation | Other services, Other fees | $0 |
| Wealth Advisory Services, Llc | Investment advisory (plan), Other fees | $0 |