Advanced Turf Solutions 401(k) Plan
Sponsored by Advanced Turf Solutions, Inc · EIN 352152001 · Plan #001
- Total assets
- $29.8M
- Net assets
- $29.8M
- Active participants
- 354
- With balances
- 341
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Inv Advisory Llc | Investment advisory (plan) | $54,206 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $45,558 |
| Shepherd Plan Partners, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $7,525 |