Actega North America 401(k) Plan
Sponsored by Actega North America · EIN 331123155 · Plan #001
- Total assets
- $40.2M
- Net assets
- $40.2M
- Active participants
- 244
- With balances
- 315
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $37,882 |
| Cap Financial Partners Llc | Investment advisory (plan), Direct payment from the plan | $8,673 |
| Mccannon, Rogers, Driscoll & Associ | Accounting, Direct payment from the plan | $8,273 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |