Advacare Systems, Inc. 401(k) Retirement Plan
Sponsored by Advacare Systems, Inc. · EIN 363998557 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 438
- With balances
- 316
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 |
|---|---|---|
| Nadler Financial Group, Inc. CRD 122617 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nadler Financial Group Inc | Investment management, Direct payment from the plan | $40,851 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $17,167 |
| Charles Schwab Trust Bank | Trustee (directed), Other services, Direct payment from the plan | $1,146 |