Advario North American Llc Defined Contribution Retirement Plan
Sponsored by Advario North America Llc · EIN 452226087 · Plan #001
- Total assets
- $38.1M
- Net assets
- $38.1M
- Active participants
- 120
- With balances
- 300
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Capital Investment Advisors | Investment advisory (plan) | $65,750 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $29,338 |