American Consolidated Natural Resources, Inc. Savings And Security Plan
Sponsored by American Consolidated Natural Resources, Inc. · EIN 851621594 · Plan #001
- Total assets
- $267M
- Net assets
- $267M
- Active participants
- 1,407
- With balances
- 1,651
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Participant loan processing, Sales loads | $298,726 |
| Castleview Partners Llc | Securities brokerage, Securities brokerage commissions | $84,985 |
| Cbiz Benefits & Insurance Services | Recordkeeping, Direct payment from the plan | $73,083 |
| Cbiz Investment Advisory Services | Investment advisory (plan), Direct payment from the plan | $60,752 |
| Dynamic Wealth Advisors | Securities brokerage, Securities brokerage commissions | $17,459 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions | $486 |
| Summit Global Investments Llc | Securities brokerage, Securities brokerage commissions | $429 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |