AUMdb

Atrium Centers 401(k) Plan And Trust

Sponsored by Atrium Centers Management, Llc · EIN 364533744 · Plan #001

Total assets
$17.7M
Net assets
$17.7M
Active participants
1,482
With balances
480

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
Everhart Financial Group Inc CRD 107091 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $59,506
Everhart Advisors Investment advisory (plan), Direct payment from the plan $32,035