AUMdb

Atmosphere Group, Inc. Tax Deferred Plan

Sponsored by Atmosphere Group, Inc. · EIN 382209712 · Plan #001

Total assets
$18.6M
Net assets
$18.6M
Active participants
131
With balances
164

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
Gregory J. Schwartz & Co., Inc. CRD 7294 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Gregory J. Schwartz & Co., Inc. Investment advisory (plan), Direct payment from the plan $44,855
Newport Group, Inc. Recordkeeping, Consulting (general), Participant loan processing $29,599