The Abbe Group Retirement Plan
Sponsored by Abbe, Inc · EIN 421373123 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 322
- With balances
- 358
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 Financial Inc. CRD 147215 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Trust Company | Contract administrator, Recordkeeping, Consulting (pension) | $52,276 |
| Strategic Financial Solutions | Investment advisory (plan), Direct payment from the plan | $36,322 |