Ata National Title Group, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Ata National Title Group, Llc · EIN 611492166 · Plan #001
- Total assets
- $24.7M
- Net assets
- $24.7M
- Active participants
- 378
- With balances
- 411
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gregory J Schwartz Co, Inc | Consulting (general), Direct payment from the plan | $50,213 |
| Sentinel Benefits Group, Inc. | Recordkeeping, Direct payment from the plan | $41,885 |
| Fidelity Trust Company | Custodial (securities), Direct payment from the plan | $7,915 |