Ats 401(k) Plan
Sponsored by Ats Esop Holdings, Inc. · EIN 844088111 · Plan #001
- Total assets
- $103M
- Net assets
- $103M
- Active participants
- 571
- With balances
- 694
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 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 | $95,827 |
| Raymond James Financial Services | Investment advisory (plan), Direct payment from the plan | $81,346 |
| Crossplans | Other services, Other fees | $0 |
| Brontide Llc | Accounting, Other fees | $0 |
| Morningstar Investment Mgmt | Investment advisory (participants), Consulting fees | $0 |