Bctgm Atlantic Profit Sharing Fund
Sponsored by Bctgm Atlantic Profit Sharing Plan · EIN 232972313 · Plan #001 · Ocala, FL
- Total assets
- $43.8M
- Net assets
- $43.7M
- Active participants
- 1,170
- With balances
- 2,775
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Investment management, Participant loan processing | $223,444 |
| Cadaret Grant & Company | Investment advisory (plan), Direct payment from the plan | $85,426 |
| Citrin Cooperman & Company, Llp | Accounting, Direct payment from the plan | $18,551 |
| Abato, Rubenstein And Abato, P.A. | Legal, Direct payment from the plan | $15,000 |
| Wb Advisors, Llc | Contract administrator, Direct payment from the plan | $12,000 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |