Associated General Contractors Of Maine 401(k) Profit Sharing Plan And Trust
Sponsored by Associated General Contractors Of Maine · EIN 010275734 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 191
- With balances
- 297
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 |
|---|---|---|
| Atlas Fiduciary Services, Inc. CRD 321271 | deterministic · 100% | 2024 |
| Vantage Wealth Management, Llc CRD 152374 | fuzzy_auto · 94% | 2024 |
| Usa Financial Formulas Llc CRD 139987 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Atlas Fiduciary Services, Inc | Investment advisory (plan) | $28,547 |
| Atlas Pension Administrators, Inc | Recordkeeping | $6,375 |
| Vance Gray Wealth Management | Investment advisory (plan) | $4,311 |
| Usa Financial | Investment advisory (plan) | $66 |
| Lincoln National Corporation | Contract administrator | $0 |