Adapt 401(k) Profit Sharing Plan & Trust
Sponsored by Adapt · EIN 930611783 · Plan #002
- Total assets
- $22.8M
- Net assets
- $22.8M
- Active participants
- 494
- With balances
- 597
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (participants) | $56,070 |
| Paychex, Inc. | Contract administrator, Recordkeeping | $26,622 |