AUMdb

Auto Chlor Services Employees Savings Plan

Sponsored by Auto Chlor Services, Llc · EIN 720927398 · Plan #002

Total assets
$46.1M
Net assets
$46.1M
Active participants
373
With balances
524

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
Stratos Wealth Partners, Ltd CRD 153184 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stratos Wealth Partners Investment advisory (plan) $75,544
Empower Annuity Insurance Co. Recordkeeping fees $37,860
Employee Plan Compliance Company Contract administrator $17,510
Advised Assets Group Investment management $1,064