Adfitech, Inc. 401(k) Plan
Sponsored by Adfitech, Inc. · EIN 752645820 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 128
- With balances
- 122
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 |
|---|---|---|
| Coury Firm Asset Management Llc CRD 289145 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $55,299 |
| Coury Firm Asset Management, Llc | Investment advisory (plan) | $12,269 |
| Bancfirst | Investment advisory (plan) | $6,845 |
| Dunbar Bender & Zapf, Inc. | Contract administrator | $1,500 |
| Empower Advisory Group, Llc | Investment management | $16 |
| Employee Benefits Group, Llc | Contract administrator | $0 |