Atg Retirement Savings Plan
Sponsored by Aerospace Technologies Group, Inc. · EIN 650868151 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 200
- With balances
- 159
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 |
|---|---|---|
| United Capital Financial Advisors, Llc CRD 134600 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Usa | Recordkeeping, Investment management, Direct payment from the plan | $25,658 |
| Regions Bank | Investment advisory (participants), Direct payment from the plan | $18,408 |
| United Capital Financial Adv | Investment advisory (participants), Direct payment from the plan | $10,528 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $7.0M | 200 | ack 20251014130043NAL0005945794001 |
| 01/01/2021 | $6.5M | 107 | ack 20250501094756NAL0002152867001 |