Amherst Services Corp. 401(k) Profit Sharing Plan
Sponsored by Amherst Services, Corp. · EIN 263806884 · Plan #001
- Total assets
- $45.8M
- Net assets
- $45.8M
- Active participants
- 301
- With balances
- 580
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $52,124 |
| Baker Tilly Us, Llp | Accounting | $21,011 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,057 |