Atlantic Bay Mortgage Group 401(k) Plan
Sponsored by Atlantic Bay Mortgage Group, Llc · EIN 541822116 · Plan #001
- Total assets
- $78.7M
- Net assets
- $78.7M
- Active participants
- 736
- With balances
- 897
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 |
|---|---|---|
| The Ascent Group, Llc CRD 314424 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Ascent Group, Llc | Investment advisory (plan), Direct payment from the plan | $46,855 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $35,227 |
| Charles W Snader,P.C | Accounting, Direct payment from the plan | $6,950 |