AUMdb

Afsi Employee Retirement Plan

Sponsored by Advanced Filtration Systems, Inc · EIN 371201637 · Plan #001

Total assets
$29.5M
Net assets
$29.5M
Active participants
213
With balances
258

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $63,677
Charles Schwab Investment Mgmt Inc. Securities brokerage $1