Advantage Integration Technology, Inc. 401(k) Plan
Sponsored by Advantage Integration Technology, Inc. · EIN 202819998 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 96
- With balances
- 142
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services, Llc | Consulting (pension), Investment advisory (participants) | $19,097 |
| Cpi Qualified Plan Consultants, Inc | Participant loan processing, Recordkeeping fees, Direct payment from the plan | $11,948 |
| Morse Domeier Bumgardner | Contract administrator | $3,900 |