Advics 401(k) Plan
Sponsored by Advics North America, Inc. · EIN 300022045 · Plan #001
- Total assets
- $174M
- Net assets
- $174M
- Active participants
- 1,595
- With balances
- 1,927
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 Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping | $255,949 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $66,904 |
| Thompson Hine Llp | Legal | $27,128 |
| Cherry Bekaert Llp | Accounting | $3,650 |