American Transit Insurance Company 401(k) Profit Sharing Plan
Sponsored by American Transit Insurance Company · EIN 132724937 · Plan #001
- Total assets
- $34.7M
- Net assets
- $34.7M
- Active participants
- 525
- With balances
- 525
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group Llc | Investment management | $68,669 |
| Private Advisor Group Llc | Investment advisory (plan) | $48,842 |
| Side By Side Financials Inc | Contract administrator | $25,459 |
| Empower Life & Annuity Insurance | Recordkeeping fees | $16,420 |