Ambling Property Investments, Llc Retirement Savings Plan
Sponsored by Ambling Property Investments, Llc · EIN 201317231 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 129
- With balances
- 110
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 |
|---|---|---|
| Fintrust Capital Adv Dba Fintrust | Investment advisory (plan) | $15,044 |
| Clements, Purvis & Stewart, Pc | Accounting | $14,500 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $3,785 |