AUMdb

Atrium Insight Inc. 401(k)

Sponsored by Atrium Insight Inc. · EIN 824061741 · Plan #001

Total assets
$12.3M
Net assets
$12.2M
Active participants
110
With balances
145

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
Wilshire Associates Consulting (general), Investment advisory (participants), Investment advisory (plan) $4,317
Insperity Retirement Services Recordkeeping, Participant loan processing, Participant communication $2,331