AUMdb

American Track Services 401(k) Plan

Sponsored by American Track Services, Llc · EIN 611801108 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
419
With balances
222

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
Ameriprise Financial Services, Llc CRD 6363 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $24,873
Ameriprise Financial Services Inc Investment advisory (plan) $14,209