Advancion Corporation Defined Benefit Plan
Sponsored by Advancion Corporation · EIN 363185557 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 65
- With balances
- 0
Plan year beginning 01/01/2024
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 | Investment management | $20,000 |
| First State Trust Company | Trustee (institutional), Shareholder servicing fees, Sub-transfer agency fees | $5,707 |
| The Angell Pension Group, Inc. | Actuarial | $5,004 |