AUMdb

Adriatic Marine, L.L.C. 401(k) Retirement Savings Plan

Sponsored by Adriatic Marine, L.L.C. · EIN 261162108 · Plan #001

Total assets
$4.3M
Net assets
$4.3M
Active participants
135
With balances
156

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
Beacon Pointe Advisors, Llc CRD 119290 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $54,229
Beacon Pointe Advisors, Llc Investment advisory (plan), Consulting fees $8,157