Asbury Communities, Inc. 401(k) Retirement Savings Plan
Sponsored by Asbury Communities, Inc. · EIN 521862677 · Plan #003
- Total assets
- $92.0M
- Net assets
- $92.0M
- Active participants
- 2,150
- With balances
- 2,679
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $366,335 |
| Cliftonlarsonallen Llp | Accounting, Other fees | $0 |
| Morgan Stanley | Other services, Other fees | $0 |
| Creative Planning | Consulting (general), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |