AUMdb

Ac Martin, Inc. 401 K Plan

Sponsored by Ac Martin, Inc. · EIN 202589769 · Plan #002

Total assets
$35.4M
Net assets
$35.4M
Active participants
138
With balances
266

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Moss Adams Llp Accounting $16,000
Strategic Advisors, Inc. Investment advisory (plan) $6,855
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$38,239