Avertest 401(k) Plan
Sponsored by Avertest, Llc · EIN 273929226 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 549
- With balances
- 247
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 |
|---|---|---|
| Kestra Investment Services Llc | Investment advisory (plan) | $7,070 |
| Fidelity Investments Institutional | Account maintenance fees, Participant loan processing, Recordkeeping fees | $4,131 |