American Real Estate Partners 401(k) Profit Sharing Plan And Trust
Sponsored by American Real Estate Partners Management Llc · EIN 200234039 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 153
- With balances
- 151
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 |
|---|---|---|
| Stadion Money Management, Llc CRD 112608 | deterministic · 100% | 2024 |
| Mutual Of Omaha Investor Services, Inc. CRD 611 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stadion Money Management | Investment advisory (participants), Direct payment from the plan | $18,369 |
| Mutual Of Omaha Investor Services, | Investment advisory (plan), Direct payment from the plan | $15,763 |
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $4,737 |
| United Of Omaha | Participant loan processing, Other fees, Direct payment from the plan | $1,175 |
| Mutual Of Omaha | Other services, Other insurance wrap fees | $0 |