AUMdb

Archbold Expeditions, Inc. Retirement Plan

Sponsored by Archbold Expeditions, Inc. · EIN 236400408 · Plan #003

Total assets
$9.0M
Net assets
$9.0M
Active participants
46
With balances
127

Plan year beginning 01/01/2024 · Total participant-directed account

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
Kelly Partners + Frs, Llc Accounting, Direct payment from the plan $9,000
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $1,452