Am Technical Solutions 401(k)/Ps
Sponsored by Am Technical Solutions · EIN 742717823 · Plan #001
- Total assets
- $42.4M
- Net assets
- $42.4M
- Active participants
- 862
- With balances
- 660
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 |
|---|---|---|
| Cah Advisors, Llc CRD 316355 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cah Advisors Llc | Investment advisory (plan) | $29,574 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $18,825 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $18,123 |