Ams Retail Solutions 401(k) Plan
Sponsored by American Merchandising Specialists, Inc. · EIN 911951517 · Plan #002
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 147
- With balances
- 190
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Custodial (securities), Direct payment from the plan | $16,264 |
| Wintrust Investments Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $7,135 |
| Onedigital Investment Advisors Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $6,397 |
| Gilliam Bell Moser Llp | Accounting, Direct payment from the plan | $1,275 |