AUMdb

Abrasive Form, Llc Salary Savings Plan

Sponsored by Abrasive Form, Llc · EIN 475282271 · Plan #002

Total assets
$7.8M
Net assets
$7.8M
Active participants
186
With balances
111

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Creative Planning Llc Investment advisory (plan) $7,668
John Hancock Recordkeeping $7,170