AUMdb

Americantcs 401(k) Plan

Sponsored by Americantcs Fiduciary Services, Llc · EIN 932789379 · Plan #005

Total assets
$54.2M
Net assets
$54.2M
Active participants
2,973
With balances
1,487

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
Trm Advisors Lp CRD 321278 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
At Retirement Services, Llc Recordkeeping, Participant communication, Direct payment from the plan $119,506
Americantcs Fiduciary Services, Llc Plan administrator, Named fiduciary, Direct payment from the plan $41,805
Trg Advisors Investment advisory (plan), Direct payment from the plan $30,250
Isc Group Investment advisory (plan), Direct payment from the plan $22,031
Leafhouse Financial Advisors, Llc Investment advisory (plan), Investment management, Investment management fees (direct) $17,593
Securities America Advisors, Inc. Investment advisory (plan), Direct payment from the plan $17,070
Triad Advisors Investment advisory (plan), Direct payment from the plan $11,511