AUMdb

Adstra, Inc.Employee Savings Plan

Sponsored by Adstra, Inc · EIN 222223741 · Plan #003

Total assets
$28.4M
Net assets
$28.4M
Active participants
216
With balances
293

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
Curi Capital, Llc CRD 134249 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Curi Rmb Capital Llc Investment advisory (plan) $56,259
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $33,827