Atlas Healthcare, Llc 401 K Plan
Sponsored by Atlas Healthcare, Llc · EIN 842084149 · Plan #002
- Total assets
- $27.5M
- Net assets
- $27.5M
- Active participants
- 3,685
- With balances
- 637
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $35,947 |
| Parkwood Associates Inc. | Other services | $13,000 |
| Alan Goodman Cpa Pc | Accounting | $10,000 |
| Cambridge Investment Research | Investment advisory (plan) | $6,383 |
| National Financial Services Llc | Finders' fees/placement fees | $0 |