AUMdb

Atalco Llc Employee Savings Plan

Sponsored by Atalco Gramercy, Llc · EIN 814054864 · Plan #001

Total assets
$63.1M
Net assets
$63.1M
Active participants
520
With balances
748

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $79,960
Mercer Consulting fees $45,000