AUMdb

Atlas World Group, Inc. Retirement Plan

Sponsored by Atlas World Group, Inc. · EIN 351938544 · Plan #001

Total assets
$72.3M
Net assets
$72.3M
Active participants
485
With balances
692

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024
Capital Strategies Group, Llc CRD 140120 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $77,157
Capital Strategies Investment Group Consulting (general), Investment advisory (plan), Direct payment from the plan $42,000