Plan Snapshot
- Plan Sponsor: Advent Global Solutions, INC.
- Sponsor EIN: 223532948
- Sponsor Address: 12777 JONES ROAD SUITE 445, HOUSTON, TX, 77070
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 79 | $3.8M | $0 | $434,767 |
| 2023 | 93 | $3.3M | $0 | $480,325 |
| 2022 | 105 | $2.6M | $0 | $445,592 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $41,709 | $14,375 | — | — | — |
| 2023 | $36,880 | $11,236 | — | — | — |
| 2022 | $33,989 | $10,865 | $23,124 | — | — |