Atalys 401(k) Plan
Sponsored by Atalys Llc · EIN 882793261 · Plan #001
- Total assets
- $39.9M
- Net assets
- $39.9M
- Active participants
- 361
- With balances
- 343
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $52,355 |
| Everhart Financial Group Inc Everha | Investment advisory (plan) | $22,077 |
| Empower Advisory Group, Llc | Investment management | $4,543 |