AUMdb

Advocare, Llc 401(k) Profit Sharing Plan

Sponsored by Advocare, Llc · EIN 223537011 · Plan #002

Total assets
$419M
Net assets
$419M
Active participants
2,721
With balances
3,140

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
Rtd Financial Advisors Inc CRD 110744 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Contract administrator, Recordkeeping, Trustee (institutional) $298,539
Rtd Financial Advisors Investment advisory (participants), Investment advisory (plan) $234,267
The Mandmarblestone Group, Llc Recordkeeping, Consulting (pension) $103,980