American Ad Bag Profit Sharing 401(k) Plan And Trust
Sponsored by American Ad Bag · EIN 363849738 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 86
- With balances
- 109
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 |
|---|---|---|
| Strategies Wealth Advisors, Llc CRD 289913 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategies Wealth Advisors | Investment advisory (participants) | $31,139 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $0 |