AUMdb

Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan

Sponsored by Atlantic Union Bankshares Corporation · EIN 541598552 · Plan #002

Total assets
$301M
Net assets
$301M
Active participants
1,978
With balances
1,941

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
Empower Annuity Insurance Company O Recordkeeping fees $264,392
Mercer (Us) Inc Mercer Investments Investment advisory (plan) $77,864
Troutman Sanders Lockerman & Ashmor Legal $73,833
Bdo Usa, P.C. Accounting $35,415
Advised Assets Group, Llc Investment management $10,362