Advantech Corporation 401(k) Plan
Sponsored by Advantech Corporation · EIN 680144624 · Plan #001
- Total assets
- $86.5M
- Net assets
- $86.5M
- Active participants
- 514
- With balances
- 619
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Consulting (general), Investment advisory (plan) | $36,250 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $19,716 |
| Wellth Advisory Services, Llc | Investment advisory (plan) | $12,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$24,755 |