AUMdb

American Operations Corp. 401(k) Savings Plan

Sponsored by American Operations Corporation · EIN 541589253 · Plan #001

Total assets
$9.3M
Net assets
$9.3M
Active participants
131
With balances
181

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
Cary Street Partners Investment Advisory Llc CRD 128545 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $28,109
Cary Street Partners Investment Adv Investment advisory (plan), Direct payment from the plan $20,197