Adec Retirement Plan
Sponsored by Adec, Inc. · EIN 351060633 · Plan #003
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 314
- With balances
- 308
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $43,286 |
| Shepherd Financial Investment Advis | Investment advisory (plan), Other fees | $0 |