Atd 403(b) Employee Savings Plan
Sponsored by American Society For Training And Development · EIN 390852310 · Plan #001
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 166
- With balances
- 227
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group Llc | Investment advisory (plan), Direct payment from the plan | $51,801 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $49,086 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $0 |