Abrigo Employee Savings Plan
Sponsored by Banker's Toolbox, Inc. · EIN 474367478 · Plan #001
- Total assets
- $76.5M
- Net assets
- $76.5M
- Active participants
- 617
- With balances
- 764
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $74,680 |
| Alliant Retirement Services | Investment advisory (plan) | $60,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $15,230 |