AUMdb

Ashworth Bros., Inc. Employee Savings Plan

Sponsored by Ashworth Bros., Inc. · EIN 320002391 · Plan #007

Total assets
$22.1M
Net assets
$22.1M
Active participants
164
With balances
179

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $8,366
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $3,044