A&E Design 401(k) Profit Sharing Plan
Sponsored by A&E Design, Inc. · EIN 810468180 · Plan #001
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 105
- With balances
- 125
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning. | Investment advisory (plan), Direct payment from the plan | $92,965 |
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $27,088 |