Advance Trading, Inc. 401(k) Plan And Esop
Sponsored by Advance Trading, Inc. · EIN 371117051 · Plan #001
- Total assets
- $98.3M
- Net assets
- $98.3M
- Active participants
- 78
- With balances
- 123
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 |
|---|---|---|
| Choreo, Llc CRD 111221 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $87,345 |
| Pnc Bank Na | Investment advisory (plan), Direct payment from the plan | $25,686 |
| Choreo, Llc | Investment advisory (plan), Direct payment from the plan | $7,581 |