Addison Reserve Master Property Owners Association Inc. 401(k) P
Sponsored by Addison Reserve Master Property · EIN 650596868 · Plan #001
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 130
- With balances
- 147
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 |
|---|---|---|
| Lpl Financial | Recordkeeping, Trustee (institutional), Other services | $27,254 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $1,627 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |