Abilis, Inc. Retirement Plan
Sponsored by Abilis, Inc. · EIN 066009327 · Plan #002
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 363
- With balances
- 421
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $20,548 |
| Alera Investment Advisors Llc | Investment advisory (plan) | $16,850 |