AUMdb

Atlas Mechanical, Inc. 401(k)/Profit Sharing Plan

Sponsored by Atlas Mechanical, Inc. · EIN 330467796 · Plan #002

Total assets
$7.0M
Net assets
$7.0M
Active participants
249
With balances
294

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cwm Llc Investment advisory (plan) $25,268
Empower Annuity Insurance Company O Recordkeeping fees $24,634
Empower Advisory Group, Llc Investment management $1,210