AUMdb

Advanced Disaster Recovery, Inc. Retirement Savings Plan

Sponsored by Advanced Disaster Recovery, Inc. · EIN 854084019 · Plan #001

Total assets
$1.9M
Net assets
$1.9M
Active participants
185
With balances
219

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Retirewell Administrators, Inc. Recordkeeping $5,176
Lpl Financial Corporation Investment advisory (plan) $4,028
John Hancock Life Insurance Company Recordkeeping $1,552
Wilshire Associates Inc Investment advisory (plan) $820