American Travel Solutions 401(k) Plan
Sponsored by American Travel Solutions, Llc · EIN 261584446 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 124
- With balances
- 129
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 |
|---|---|---|
| Swbc Investment Advisory Services Llc CRD 156155 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Swbc Investment Advisory Services | Investment advisory (plan), Direct payment from the plan | $16,541 |
| Ameritas Life Insurance Corp | Recordkeeping, Other insurance wrap fees, Recordkeeping fees | $3,693 |