AUMdb

Air Distribution Technologies, Inc. Retirement Savings And Investment Plan

Sponsored by Air Distribution Technologies, Inc. · EIN 990382064 · Plan #008

Total assets
$123M
Net assets
$123M
Active participants
2,920
With balances
2,522

Plan year beginning 08/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Inst Opr Co. Participant loan processing, Recordkeeping fees, Account maintenance fees $20,528
Strategic Advisors, Inc. Investment advisory (plan) $18,366