Retirement Income Plan For Employees Of Ahf, Llc
Sponsored by Ahf, Llc Dba Ahf Products · EIN 620435299 · Plan #002
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 182
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Actuarial, Claims processing, Recordkeeping | $45,778 |
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $31,250 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $20,470 |