Advantage Services Group Llc 401(k) Plan
Sponsored by Advantage Services Group Llc · EIN 853347496 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 307
- With balances
- 354
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $36,722 |
| Ascensus Holdings Inc Dba Futurepla | Contract administrator | $5,175 |
| Raymond James & Associates Inc | Investment advisory (plan) | $3,858 |
| Resources Investment Advisors, Llc | Investment management | $46 |