American Financial Group 401 K Retirement And Savings Plan
Sponsored by American Financial Group, Inc. · EIN 311544320 · Plan #001
- Total assets
- $2.3B
- Net assets
- $2.3B
- Active participants
- 7,790
- With balances
- 10,176
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | Recordkeeping, Shareholder servicing fees, Sub-transfer agency fees | $476,573 |
| Ubs Financial Services Inc | Direct payment from the plan, Consulting fees | $156,250 |
| Clark Schaefer Hacket | Accounting, Direct payment from the plan | $19,700 |