AUMdb

Advanced Systems Group Llc 401(k) Plan

Sponsored by Advanced Systems Group, Llc · EIN 943286495 · Plan #001

Total assets
$21.0M
Net assets
$21.0M
Active participants
424
With balances
511

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
Metaurus Advisors Llc CRD 314425 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Meritas Advisors Llc Investment advisory (plan) $75,104
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $6,853