AUMdb

Aisle Rocket Retirement Plan

Sponsored by Ars Advertising, Llc · EIN 621015693 · Plan #001

Total assets
$11.0M
Net assets
$11.0M
Active participants
89
With balances
183

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Plexus Financial Services Llc Investment advisory (plan) $21,878
Elliott Davis, Llc/Pllc Accounting $21,100
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $18,163

Filing history

Plan year Assets Participants Source
01/01/2024 $11.0M 89 ack 20251014120117NAL0005814130001
01/01/2021 $8.3M 153 ack 20250204164018NAL0016455922001