AUMdb

360 Patriot 401(k) Plan

Sponsored by 360 Patriot Enterprises, Llc · EIN 800372807 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
558
With balances
838

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
The Capital Group Investment Advisors Inc CRD 129615 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Retirement Plan Svcs Recordkeeping, Participant loan processing, Investment advisory (participants) $43,377
Capital Group Investment advisory (plan) $18,646