AUMdb

A Tek, Inc. 401(k) Plan

Sponsored by A Tek, Inc. · EIN 541783662 · Plan #001

Total assets
$19.0M
Net assets
$19.0M
Active participants
227
With balances
266

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
Rowland, Duncan S. CRD 161597 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $40,826
Rocaton Investment Advisors Llc Investment advisory (plan) $33,000