Agdata, L.P. 401(k) Plan
Sponsored by Agdata, L.P. · EIN 204202692 · Plan #001
- Total assets
- $23.0M
- Net assets
- $23.0M
- Active participants
- 191
- With balances
- 270
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 | $28,521 |
| Creative Planning Inc. | Recordkeeping, Consulting (pension), Direct payment from the plan | $24,863 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |