AUMdb

Adm Promotions Usa, Inc. 401(k) Retirement Plan

Sponsored by Adm Promotions Usa, Inc. · EIN 300870059 · Plan #001

Total assets
$15.2M
Net assets
$15.2M
Active participants
159
With balances
213

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Llc Investment advisory (plan) $31,117
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $27,361