Atlantic Corporation Of Wilmington, Inc. 401(k) Profit Sharing Plan
Sponsored by Atlantic Corporation Of Wilmington, Inc. · EIN 560797402 · Plan #001
- Total assets
- $178M
- Net assets
- $178M
- Active participants
- 1,144
- With balances
- 1,173
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 96% | 2024 |
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
| Navellier & Associates Inc CRD 107568 | fuzzy_auto · 97% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $273,704 |
| Navellier & Associates Inc | Investment advisory (participants), Direct payment from the plan | $21,978 |
| Capfinancial Partners Llc | Investment advisory (plan), Other fees | $0 |
| Wells Fargo Advisors Fin Network | Investment advisory (plan), Other fees | $0 |
| Rpa Financial, Llc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |