Ada Technologies 401(k) Retirement Savings Plan
Sponsored by Ada Technologies, Inc. · EIN 311454397 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 101
- With balances
- 141
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 |
|---|---|---|
| Consolidated Financial Management Corp. CRD 119181 | 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) | $31,844 |
| Consolidated Financial Management | Investment advisory (plan), Consulting fees | $20,623 |