AUMdb

Archer Systems Llc 401(k) Plan

Sponsored by Archer Systems, Llc · EIN 822145883 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
226
With balances
181

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

Service providers

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

Provider Services Direct comp
Kestra Advisory Services, Llc Investment advisory (plan) $25,037
Transamerica Financial Life Ins. Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $22,552
Planned Retirement Consultants & Ad Recordkeeping, Participant loan processing, Recordkeeping fees $958