Amg, Inc 401(k) Plan
Sponsored by Amg, Inc. · EIN 541044632 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Financial Designs Corporation CRD 14829 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Trust | Recordkeeping, Recordkeeping fees, Trustee (institutional) | $31,770 |
| Financial Designs, Inc. | Investment advisory (participants) | $25,557 |
| Hci Ebs, Inc. | Recordkeeping, Recordkeeping fees | $2,420 |