Atc 401(k) Plan
Sponsored by Atc Management Inc · EIN 391999363 · Plan #001 · Waukesha, WI
- Total assets
- $206M
- Net assets
- $206M
- Active participants
- 587
- With balances
- 686
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $59,759 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $33,826 |
| Aon Investments Usa Inc. | Investment advisory (plan) | $33,806 |
| Coleman & Williams Ltd | Accounting | $18,000 |