AUMdb

Adams Beverages 401(k)plan

Sponsored by Adams Beverages, Llc · EIN 630733351 · Plan #001

Total assets
$20.3M
Net assets
$20.3M
Active participants
666
With balances
342

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 98% 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 $117,777
Bennett Thrasher, Llp Accounting, Direct payment from the plan $16,843
Ascensus, Llc Contract administrator, Other fees, Direct payment from the plan $8,755
Cambridge Investment Research Advis Investment advisory (plan), Other fees $0