The Logical Retirement Solution
Sponsored by Americantcs Fiduciary Services, Llc · EIN 932789379 · Plan #006
- Total assets
- $90.8M
- Net assets
- $90.8M
- Active participants
- 1,737
- With balances
- 1,305
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 |
|---|---|---|
| High Probability Advisors, Llc CRD 289541 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| At Retirement Services, Llc | Contract administrator, Recordkeeping, Account maintenance fees | $253,900 |
| High Probability Advisors | Investment advisory (plan) | $175,212 |
| Americantcs Fiduciary Services, Llc | Direct payment from the plan, Sub-transfer agency fees, Trustee (discretionary) | $65,668 |