Atlas Technical Consultants 401(k) Plan
Sponsored by Atlas Technical Consultants, Llc · EIN 822810953 · Plan #001
- Total assets
- $326M
- Net assets
- $326M
- Active participants
- 3,506
- With balances
- 4,554
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 |
|---|---|---|
| Rps Retirement Plan Advisors CRD 319220 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $410,977 |
| Baker Tilly Virchow Krause, Llp | Accounting, Direct payment from the plan | $90,914 |
| Rps Retirement Plan Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $60,375 |
| Creative Planning Holdco, Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $60,375 |
| Mid Atlantic Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $59,854 |