AUMdb

Athens Distributing Retirement Plan

Sponsored by Athens Distributing Company Of Nashville · EIN 620439208 · Plan #001

Total assets
$36.4M
Net assets
$36.4M
Active participants
358
With balances
365

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
First Horizons Advisors, Inc Investment advisory (plan) $68,406
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $53,159
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $29,418
Acuff & Associates, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $1,165
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $125