AUMdb

Asm America, Inc. 401(k) Plan

Sponsored by Asm America, Inc. · EIN 860317468 · Plan #001

Total assets
$181M
Net assets
$181M
Active participants
1,337
With balances
1,669

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sageview Advisory Group, Llc Investment management $62,056
Sageview Advisory Group, Llc Investment advisory (plan) $48,000
Empower Annuity Insurance Company Recordkeeping fees $23,921
Cbiz Cpas Pc Accounting $20,475