Chase Hagan signed Adfitech, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adfitech, Inc.'s EIN is 75-2645820.
Download the official 2024 Form 5500 (PDF) for Adfitech, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Adfitech, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COURY FIRM ASSET MANAGEMENT, LLC | — | PITTSBURGH, PA | INVESTMENT ADVISOR |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.2M | 86.8% | |
| [Assets held in participant loans] | Other | — | — | $79K | 0.8% |
| $12K |
| — |
| BANCFIRST | — | DUNCAN, OK | INVESTMENT ADVISOR | $7K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $16 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR BENDER & ZAPF, INC. | — | PITTSBURGH, PA | TPA | $2K | — |
| EMPLOYEE BENEFITS GROUP, LLC | — | TULSA, OK | TPA | $0 | — |
