Ahf Products 401(k) Savings Plan
Sponsored by Ahf, Llc Dba Ahf Products · EIN 620435299 · Plan #001
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 2,088
- With balances
- 2,271
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 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $174,393 |
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $31,250 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $93 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |