Affordable Business Solutions Retirement Plan
Sponsored by Affordable Business Solutions, Inc. · EIN 831159645 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 78
- With balances
- 187
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 |
|---|---|---|
| Cannon Financial Strategists, Inc. CRD 133509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $29,921 |
| Cannon Financial Strategists, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $13,084 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $910 |