Adams Group 401(k) Plan & Trust
Sponsored by Adams Bros. Cabinetry, Inc. D/B/A Adams Group · EIN 592479450 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 122
- With balances
- 116
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $15,390 |
| Empower Annuity Insurance Company | Recordkeeping fees | $4,328 |
| Kb Pension Services Inc | Contract administrator | $4,225 |
| Empower Advisory Group, Llc | Investment management | $95 |