AUMdb

Advanced Digital Data Inc. Employee Savings Plan

Sponsored by Advanced Digital Data, Inc. · EIN 221995565 · Plan #001

Total assets
$32.2M
Net assets
$32.2M
Active participants
131
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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Klstler Tiffany Companies, Llc Recordkeeping, Trustee (institutional), Other services $26,213
Creative Planning Holdco, Llc Recordkeeping, Trustee (institutional), Other services $9,676
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $1,802
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0