American Academy Holdings Llc. 401(k) Plan
Sponsored by American Academy Holding, Llc · EIN 205557600 · Plan #001
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 254
- With balances
- 356
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 |
|---|---|---|
| Association Financial Services Inc. CRD 142205 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Association Financial Servies | Investment advisory (participants) | $54,359 |
| John Hancock Life Insurance Company | Recordkeeping, Other insurance wrap fees | $3,319 |