AUMdb

Ardmore Home Design, Inc. 401(k) Profit Sharing Plan

Sponsored by Ardmore Home Design, Inc. · EIN 262907925 · Plan #001 · City Of Industry, CA

Total assets
$8.8M
Net assets
$8.8M
Active participants
286
With balances
342

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $2,463

Filing history

Plan year Assets Participants Source
01/01/2024 $8.8M 286 ack 20251015175310NAL0005303937001
01/01/2021 $4.9M 189 ack 20250522132542NAL0002695537001