AUMdb

American One Source, Inc Mep 401(k) Plan

Sponsored by American One Source, Inc · EIN 710934616 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
911
With balances
316

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Financial Life Ins. Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $51,295
Kestra Investment Services Llc Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0