AUMdb

Atp 401(k) Ps Plan & Trust

Sponsored by Atp Professionals Inc. · EIN 274273249 · Plan #001

Total assets
$6.3M
Net assets
$6.3M
Active participants
402
With balances
160

Plan year beginning 01/01/2024 · 401(k)

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
Lpl Financial Corporation Rpcp Recordkeeping, Trustee (institutional), Other services $12,514
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,956
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Other services $0