AUMdb

Ars 401(k) And Profit Sharing Plan

Sponsored by American Refrigeration Supplies, Inc. · EIN 860067585 · Plan #001

Total assets
$19.6M
Net assets
$19.6M
Active participants
235
With balances
237

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
Ashton Thomas Private Wealth, Llc CRD 153902 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ashton Thomas Private Wealth Investment advisory (plan) $36,414
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $32,745