Avvale, Inc. 401(k) Profit Sharing Plan
Sponsored by Avvale, Inc. · EIN 753265376 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 79
- With balances
- 122
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 |
|---|---|---|
| Ameritas Advisory Services, Llc CRD 317245 | deterministic · 100% | 2024 |
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Advisory Services Llc | Investment advisory (plan), Direct payment from the plan | $14,707 |
| Mesirow Financial Investment Mgmt | Investment advisory (plan), Direct payment from the plan | $1,186 |
| Ameritas Life Insurance Corp | Recordkeeping, Other insurance wrap fees, Direct payment from the plan | $1,021 |