AUMdb

Astc Employee 401(k) Plan

Sponsored by Applications Software Technology Llc · EIN 364038140 · Plan #001

Total assets
$42.2M
Net assets
$42.2M
Active participants
292
With balances
370

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Llc Investment advisory (plan) $62,230
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $47,567
Baker Tilly Accounting $7,665