Aml Rightsource, Llc 401(k) Profit Sharing Plan
Sponsored by Aml Rightsource, Llc · EIN 201996855 · Plan #001
- Total assets
- $33.1M
- Net assets
- $33.1M
- Active participants
- 1,778
- With balances
- 1,212
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 |
|---|---|---|
| Ancora Retirement Plan Advisors, Llc CRD 31256 | 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, Sub-transfer agency fees, Recordkeeping fees | $201,585 |
| Ancora Retirement Plan Advisors | Investment advisory (plan) | $82,255 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $20,097 |