Advantage 401(k) Savings Plan
Sponsored by Advantage Sales & Marketing, Llc · EIN 330777131 · Plan #001
- Total assets
- $765M
- Net assets
- $765M
- Active participants
- 34,861
- With balances
- 11,094
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 Institutional Advisors, Llc, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $1,181,236 |
| Customized Hr Solutions, Llc | Consulting (general), Other fees | $0 |
| Wright Ford Young & Co. | Accounting, Other fees | $0 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Other fees | $0 |