Auto Chlor System, Inc. Profit Sharing And 401(k) Plan
Sponsored by Auto Chlor System Of Washington, Inc. · EIN 910832878 · Plan #001
- Total assets
- $90.7M
- Net assets
- $90.7M
- Active participants
- 942
- With balances
- 1,009
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 |
|---|---|---|
| Silicon Valley Retirement Services, Llc CRD 154756 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $39,790 |
| Silicon Valley Retirement Services | Investment advisory (plan), Shareholder servicing fees | $32,296 |
| Riversedge Adv Ret Solutions, Llc | Recordkeeping, Participant loan processing, Direct payment from the plan | $4,951 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |