AUMdb

Ati Holdings, Llc 401(k) Profit Sharing Plan

Sponsored by Ati Holdings, Llc · EIN 200619466 · Plan #001

Total assets
$274M
Net assets
$274M
Active participants
6,837
With balances
4,861

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $532,232
Crowe Llp Accounting, Direct payment from the plan $32,111
Captial Stratagies Inves Investment advisory (plan), Direct payment from the plan $25,000