The Achieve Advantage 401(k) Plan
Sponsored by Americantcs Fiduciary Services, Llc · EIN 932789379 · Plan #050
- Total assets
- $30.0M
- Net assets
- $30.0M
- Active participants
- 1,759
- With balances
- 1,280
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (participants), Investment management, Investment management fees (direct) | $97,054 |
| At Retirement Services, Llc | Direct payment from the plan, Recordkeeping fees | $38,308 |
| Americantcs Fiduciary Services, Llc | Plan administrator, Named fiduciary | $18,126 |