Americas 403 B Pep
Sponsored by Americantcs Fiduciary Services, Llc · EIN 932789379 · Plan #024
- Total assets
- $73.2M
- Net assets
- $73.2M
- Active participants
- 1,418
- With balances
- 1,419
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $76,576 |
| Incline Pension Consulting | Consulting (pension), Investment advisory (participants), Other services | $56,117 |
| Americantcs Fiduciary Services, Llc | Claims processing, Recordkeeping, Participant loan processing | $40,675 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $8,439 |
| Mid Atlantic Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $7,023 |