Advance America, Cash Advance Centers, Inc. Retirement Savings 401(k) Plan
Sponsored by Advance America Cash Advance Centers Inc · EIN 582332639 · Plan #001
- Total assets
- $39.7M
- Net assets
- $39.7M
- Active participants
- 2,506
- With balances
- 2,325
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Cbiz Financial Solutions, Inc. CRD 16678 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $103,185 |
| Elliott Davis Llc | Accounting | $21,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,853 |
| Cbiz Financial Solutions Inc | Investment advisory (plan) | $9,060 |
| Bdo | Consulting (general) | $8,300 |