Advanced Distribution Systems, Inc. Incentive Savings Trust
Sponsored by Advanced Distribution Systems, I · EIN 061009044 · Plan #004
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 257
- With balances
- 224
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 |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment management fees (indirect), Shareholder servicing fees, Sub-transfer agency fees | $16,791 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $6,920 |
| Adp Broker Dealer | Other services, Other fees | $0 |