AUMdb

Acuity International Retirement Plan

Sponsored by Acuity International, Llc · EIN 830706649 · Plan #001

Total assets
$117M
Net assets
$117M
Active participants
1,554
With balances
2,309

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
Continuum Advisory, Llc CRD 283155 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Continuum Advisory Llc Investment advisory (plan) $109,599
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $78,390
Millennium Investment & Retirement Investment advisory (plan) $22,500