Atl Retirement & Savings Plan
Sponsored by Advanced Technology Leaders, Inc · EIN 901134145 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 152
- With balances
- 128
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Investment advisory (participants), Participant loan processing | $14,579 |
| Merrill Lynch, Pierce, Fenner&Smith | Investment advisory (plan) | $13,264 |