Fdabundance Pep
Sponsored by Americantcs Fiduciary Services, Llc · EIN 932789379 · Plan #060
- Total assets
- $97.0M
- Net assets
- $97.0M
- Active participants
- 759
- With balances
- 801
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 |
|---|---|---|
| Unified Trust Company | Recordkeeping, Account maintenance fees, Recordkeeping fees | $81,205 |
| Mass Mutual | Investment management fees (direct) | $53,738 |
| Americantcs Fiduciary Services, Llc | Recordkeeping, Custodial (securities), Investment advisory (plan) | $13,911 |