AUMdb

Advance Services, Inc. 401(k) Plan

Sponsored by Advance Services, Inc. · EIN 470777488 · Plan #001

Total assets
$6.6M
Net assets
$6.6M
Active participants
195
With balances
134

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
Financial Counseling Resources Llc CRD 315883 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 $48,330
Financial Counseling Resources, Llc Investment advisory (plan), Other fees $0