AUMdb

American Securities Llc 401(k) Savings Plan

Sponsored by American Securities Llc · EIN 271486827 · Plan #001

Total assets
$84.0M
Net assets
$83.8M
Active participants
154
With balances
228

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $25,802
Kestra Advisory Services, Llc Investment advisory (plan) $17,000
Strategic Advisors, Inc. Investment advisory (plan) $14,441