Adfinitas Health 401(k) Retirement Plan
Sponsored by Adfinitas Management, Llc · EIN 452540636 · Plan #001
- Total assets
- $44.2M
- Net assets
- $44.2M
- Active participants
- 372
- With balances
- 490
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 |
|---|---|---|
| Strategic Wealth Managment | Insurance agents and brokers | $61,928 |
| Alerus Financial | Recordkeeping fees | $40,495 |
| Pollard & Associates, Inc. | Contract administrator | $33,251 |