American Savings Bank 401(k) Plan
Sponsored by American Savings Bank, F.S.B. · EIN 990253492 · Plan #004
- Total assets
- $199M
- Net assets
- $199M
- Active participants
- 963
- With balances
- 1,395
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Accuity Llp | Accounting, Direct payment from the plan | $51,099 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan, Consulting (general) | $16,932 |
| Trucker Huss | Legal, Direct payment from the plan | $14,948 |
| Fidelity Inv Inst Oper Co, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping fees | -$59,781 |