AUMdb

The Atlantic Tractor, Llc 401(k) Plan & Trust

Sponsored by Atlantic Tractor, Llc · EIN 201610420 · Plan #001

Total assets
$28.9M
Net assets
$28.9M
Active participants
372
With balances
491

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
Amerant Investments, Inc. CRD 117284 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping fees $47,603
Ameritas Investment Corp Investment advisory (plan) $47,435
Tax Favored Benefits, Inc. Contract administrator $10,700
$0
Ascensus Llc Recordkeeping fees $0