AUMdb

Arcos Llc 401(k) Profit Sharing Plan

Sponsored by Arcos Llc · EIN 203787596 · Plan #001

Total assets
$12.5M
Net assets
$12.5M
Active participants
129
With balances
188

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
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 Llc Investment advisory (plan) $31,032
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $20,947