Arabella Advisors Llc Retirement Plan
Sponsored by Arabella Advisors Llc · EIN 204995650 · Plan #001
- Total assets
- $40.0M
- Net assets
- $40.0M
- Active participants
- 431
- With balances
- 679
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $85,509 |
| Future Plan | Claims processing, Distribution (12b-1) fees, Recordkeeping fees | $51,350 |
| Ascensus Llc | Other fees, Recordkeeping, Direct payment from the plan | $270 |