AUMdb

Advent Global Solutions, Inc. 401(k) Plan

Sponsored by Advent Global Solutions, Inc. · EIN 223532948 · Plan #001

Total assets
$3.8M
Net assets
$3.8M
Active participants
79
With balances
136

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
Global Retirement Partners Llc CRD 172011 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 Insurance Company Recordkeeping fees $27,334
Global Retirement Partners Llc Investment advisory (plan) $12,347
Empower Advisory Group, Llc Investment management $2,028