Advanced Technology International 403(b) Retirement Plan
Sponsored by Advanced Technology International · EIN 571067151 · Plan #001
- Total assets
- $54.3M
- Net assets
- $54.3M
- Active participants
- 365
- With balances
- 407
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $46,741 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |