Avet Pharma 401(k) Plan
Sponsored by Heritage Pharma Holdings, Inc. D/B/A Avet Pharmaceuticals Holdings Inc · EIN 264613066 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 216
- With balances
- 231
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services | Investment advisory (plan) | $45,628 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $43,604 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,251 |