AUMdb

American Future Systems, Inc. 401(k) Savings And Profit Sharing Plan

Sponsored by American Future Systems, Inc. Dba Successfuel · EIN 231897431 · Plan #001

Total assets
$16.1M
Net assets
$16.1M
Active participants
46
With balances
331

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
Envestnet Retirement Solutions, Llc CRD 171570 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Marcum Llp Accounting $20,280
Lincoln National Corporation Contract administrator $20,057
Envestnet Retirement Solutions, Llc Investment advisory (plan) $8,474