AUMdb

Adams Thermal Systems Retirement Savings Plan

Sponsored by Adams Thermal Systems Inc. · EIN 200386781 · Plan #001

Total assets
$16.2M
Net assets
$16.2M
Active participants
240
With balances
293

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Visionpoint Advisory Group Investment advisory (plan) $37,014
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $25,878
Eide Bailly Accounting $17,068