AUMdb

O'hare Airport Transit Systems, Inc. Savings Plan & Trust

Sponsored by O'hare Airport Transit Systems, Inc. · EIN 363960640 · Plan #001

Total assets
$14.1M
Net assets
$14.1M
Active participants
118
With balances
103

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $42,989
Creative Planning Insurance services, Investment advisory (plan), Insurance brokerage commissions $25,708
Mesirow Financial & Investment Mana Insurance agents and brokers, Insurance services, Investment advisory (plan) $7,922