AUMdb

Abc Appliance, Inc. Profit Sharing Plan And Trust

Sponsored by Abc Appliance, Inc. · EIN 381743820 · Plan #001 · Pontiac, MI

Total assets
$69.7M
Net assets
$69.7M
Active participants
619
With balances
712

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $19,388
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $5,452