Antea Usa, Inc. Profit Sharing 401(k) Thrift Plan
Sponsored by Antea Usa, Inc. · EIN 411561791 · Plan #001
- Total assets
- $90.3M
- Net assets
- $90.3M
- Active participants
- 451
- With balances
- 592
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (plan) | $23,700 |
| Wipfli Llp | Accounting | $17,900 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $15,474 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$29,970 |