Abt Electronics, Inc. 401(k) Retirement Savings Plan And Trust
Sponsored by Abt Electronics, Inc. · EIN 362816342 · Plan #001
- Total assets
- $125M
- Net assets
- $125M
- Active participants
- 1,718
- With balances
- 1,942
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 |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $196,986 |
| Sageview Advisory Group | Investment management, Direct payment from the plan | $30,000 |
| Forvis Llp | Legal, Direct payment from the plan | $17,204 |
| Forvis, Llp | Investment management, Direct payment from the plan | $9,450 |