Atlas Companies Employees Retirement Plan
Sponsored by Atlas Toyota Material Handling, Llc · EIN 274350763 · Plan #001
- Total assets
- $60.7M
- Net assets
- $60.7M
- Active participants
- 459
- With balances
- 514
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $111,181 |
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $79,433 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |