AUMdb

Atlas Die, Llc 401(k) Retirement Savings Plan

Sponsored by Atlas Die, Llc · EIN 061664735 · Plan #001

Total assets
$10.7M
Net assets
$10.7M
Active participants
48
With balances
121

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
Strategies Wealth Advisors, Llc CRD 289913 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategies Wealth Advisors Investment advisory (plan), Direct payment from the plan $45,343
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $28,736