AUMdb

A Team Solutions Llc 401(k) Profit Sharing Plan & Trust

Sponsored by A Team Solutions Llc · EIN 201195460 · Plan #001

Total assets
$3.2M
Net assets
$3.2M
Active participants
200
With balances
88

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
Girard Investment Services, Llc Investment management, Direct payment from the plan $21,855
Professional Captial Services, Llc Contract administrator, Recordkeeping, Consulting (general) $15,943
Adp, Inc Participant loan processing, Direct payment from the plan, Recordkeeping $349