AUMdb

Advanced Emissions Solutions, Inc. Profit Sharing Retirement Plan

Sponsored by Advanced Emissions Solutions, Inc. · EIN 275472457 · Plan #001

Total assets
$19.7M
Net assets
$19.7M
Active participants
202
With balances
207

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
Sym Financial Corporation CRD 107517 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sym Financial Corporation Investment management, Direct payment from the plan $46,213
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $26,720