Ardisam, Inc. 401(k) Profit Sharing Plan
Sponsored by Ardisam, Inc. · EIN 390972781 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Orgel Wealth Management L L C | Investment advisory (plan), Direct payment from the plan | $26,860 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $20,002 |