Atane 401(k) And Profit Sharing Plan
Sponsored by Atane Engineers, Architects And Land Surveyors, D.P.C. · EIN 133779703 · Plan #001
- Total assets
- $38.2M
- Net assets
- $38.2M
- Active participants
- 296
- With balances
- 434
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan | Investment advisory (participants) | $53,672 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $34,278 |
| Pkf O' Connor Davies Llp | Accounting | $17,050 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,823 |