A.B. Data Group Retirement And Savings Plan
Sponsored by A.B. Data, Ltd. · EIN 391398000 · Plan #002
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 267
- With balances
- 309
Plan year beginning 05/01/2024 · 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 |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,151 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$3,184 |