Ataraxis Peo Retirement Savings Plan
Sponsored by Atx Peo Services, Inc. · EIN 921119949 · Plan #001
- Total assets
- $35.3M
- Net assets
- $35.3M
- Active participants
- 1,470
- With balances
- 1,397
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 |
|---|---|---|
| Clear Creek Financial Management, Llc CRD 170602 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $203,697 |
| Clear Creek Financial Management, L | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $173,558 |
| Atx Peo Services, Inc. | Claims processing, Recordkeeping, Participant loan processing | $17,263 |
| Charles Schwab Bank | Custodial (securities), Securities brokerage, Participant loan processing | $6,346 |