Atc Individual Account Pension Plan
Sponsored by Atc Management Inc · EIN 391999363 · Plan #002 · Waukesha, WI
- Total assets
- $83.9M
- Net assets
- $83.9M
- Active participants
- 580
- With balances
- 748
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), Money purchase
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $49,084 |
| Coleman & Williams Ltd | Accounting | $18,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $17,666 |
| Hewitt Ennisknupp | Investment advisory (plan) | $11,269 |