American United Life Progress Sharing Plan And Trust
Sponsored by American United Life Insurance Company · EIN 350145825 · Plan #003
- Total assets
- $538M
- Net assets
- $538M
- Active participants
- 1,826
- With balances
- 3,231
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 |
|---|---|---|
| Pronvest, Llc Dba Future Capital CRD 119081 | deterministic · 100% | 2024 |
| Fed Advisors, Inc CRD 304650 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Future Capital | Investment advisory (participants), Direct payment from the plan | $61,783 |
| Feg Advisors | Investment management, Direct payment from the plan, Investment management fees (indirect) | $58,664 |
| Willis Towers Watson Us Llc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $18,900 |
| Forvis Mazars Llp | Accounting, Direct payment from the plan | $18,400 |