AUMdb

Advancion Corporation 401(k) And Profit Sharing Plan

Sponsored by Advancion Corporation · EIN 363185557 · Plan #002

Total assets
$39.4M
Net assets
$39.4M
Active participants
262
With balances
333

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $10,617
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0