AUMdb

Advanced Atomization Technologies Savings Plan

Sponsored by Advanced Atomization Technologies, Llc · EIN 352455703 · Plan #001

Total assets
$47.2M
Net assets
$47.2M
Active participants
342
With balances
424

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
Forest Capital Operating Company Llc CRD 325514 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Forte Capital Llc Investment advisory (plan) $59,428
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $55,267