Atonne Group 401 K Retirement Savings Plan
Sponsored by Atonne Group Llc · EIN 202973872 · Plan #001
- Total assets
- $51.9M
- Net assets
- $51.9M
- Active participants
- 890
- With balances
- 745
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 |
|---|---|---|
| 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 | Claims processing, Recordkeeping, Investment management | $89,151 |
| Centennial Securities Co | Consulting (general), Insurance services, Insurance brokerage commissions | $67,295 |
| Erp Southwest Llc | Contract administrator, Direct payment from the plan | $26,735 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |