Avcon, Inc. 401(k) Retirement Plan
Sponsored by Avcon, Inc. · EIN 592890463 · Plan #001
- Total assets
- $25.0M
- Net assets
- $25.0M
- Active participants
- 110
- With balances
- 129
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $28,389 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $16,011 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $11,836 |
| Grayrobinson, P.A. | Legal | $8,625 |