Aj Antunes & Co Ps & Ee Savings Plan & Trust
Sponsored by A.J. Antunes & Co. · EIN 362324850 · Plan #002
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 300
- With balances
- 443
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $43,004 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan | $30,000 |
| Fiducient Advisors, Llc. | Investment advisory (plan), Direct payment from the plan | $7,500 |