AUMdb

Ambitions 401 K Plan

Sponsored by Ambitions, Inc · EIN 205129505 · Plan #001

Total assets
$25.0M
Net assets
$25.0M
Active participants
1,110
With balances
1,276

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nationwide Recordkeeping $156,878
Epic Trust Investment Advisors Llc Investment advisory (participants) $42,167
Proaccount Investment advisory (participants) $21,153
Professional Benefit Services Other services $18,028