Amwins Group, Inc. 401(k) Plan
Sponsored by Amwins Group, Inc. · EIN 134009411 · Plan #001
- Total assets
- $844M
- Net assets
- $844M
- Active participants
- 6,644
- With balances
- 6,540
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $322,975 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $281,982 |
| Creative Planning, Llc | Investment advisory (plan) | $53,917 |
| Bernard Robinson & Company Llp | Accounting | $16,500 |
| Alliant Retirement Services Llc | Investment advisory (plan) | $15,000 |