AUMdb

Advantage Sci, Llc 401(k) Plan

Sponsored by Advantage Sci, Llc · EIN 470892478 · Plan #001

Total assets
$6.7M
Net assets
$6.7M
Active participants
169
With balances
299

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
Raymond James Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Pcs Retirement Llc Contract administrator, Recordkeeping, Consulting (general) $26,230
Raymond James Financial Services Ad Investment advisory (plan), Investment management fees (direct) $23,995