Air Treatment 401(k) Plan
Sponsored by Air Treatment Corporation · EIN 954267892 · Plan #001
- Total assets
- $33.3M
- Net assets
- $33.3M
- Active participants
- 254
- With balances
- 266
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $60,896 |
| Lpl Financial Corporation | Insurance services, Investment advisory (plan), Insurance brokerage commissions | $47,511 |