Ath Retirement Plan And Trust
Sponsored by Advanced Technology Holding, Llc · EIN 264662192 · Plan #001
- Total assets
- $325M
- Net assets
- $325M
- Active participants
- 495
- With balances
- 934
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Group, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $107,322 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Distribution (12b-1) fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Vanguard Group, Inc. | Distribution (12b-1) fees | $0 |
| Vanguard Group, Inc. | Distribution (12b-1) fees | $0 |
| Vanguard Group, Inc. | Distribution (12b-1) fees | $0 |
| Vanguard Group, Inc. | Distribution (12b-1) fees | $0 |
| Vanguard Group, Inc. | Distribution (12b-1) fees | $0 |
| Vanguard Group, Inc. | Distribution (12b-1) fees | $0 |