Adult Resource Center, Inc. 403(b) Plan
Sponsored by Adult Resources Center, Inc. (D/B/A A.R.C.) · EIN 111986300 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 285
- With balances
- 158
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $12,746 |
| Iron Fiduciary | Investment management, Shareholder servicing fees | $1,249 |
| Creative Planning | Investment management, Shareholder servicing fees | $750 |
| Nationwide | Investment management, Shareholder servicing fees | $710 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $369 |
| Nationwide Life Insurance Company | Investment management, Shareholder servicing fees | $250 |