AUMdb

Antolin 401(k) Plan

Sponsored by Grupo Antolin North America, Inc. · EIN 383096358 · Plan #001

Total assets
$151M
Net assets
$151M
Active participants
2,070
With balances
2,036

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Equitable Advisors, Llc CRD 6627 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $228,928
Equitable Advisors, Llc. Investment advisory (plan), Direct payment from the plan $89,709
Uhy Llp Accounting, Direct payment from the plan $34,850
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0