AUMdb

Adacel Systems Inc. Retirement Plan

Sponsored by Adacel Systems Inc. · EIN 760655867 · Plan #003

Total assets
$6.1M
Net assets
$6.1M
Active participants
132
With balances
136

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
Lockton Investment Advisors, Llc CRD 144133 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lockton Investment Investment advisory (plan) $19,897
John Hancock Recordkeeping, Participant loan processing, Float revenue $17,530