Search public Form 5500 filings

17 results

Companies

companyAt Retirement Services, LLC
EIN: 83-3455979Location: PAPlans: 4Latest: 2023

planThe Achieve Advantage 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: At Retirement ServicesEIN: 83-3455979Plan: 003Participants: 482Assets: $16,249,945Location: Pittsburgh, PALatest: 2023
planCabana Pep SolutionFinancial statement2023 filing
Sponsor: At Retirement Services, LLCEIN: 83-3455979Plan: 035Participants: 0Assets: $1,771,026Location: Pittsburgh, PALatest: 2023
planAmerican Trust Pooled Employer PlanFinancial statement2023 filing
Sponsor: At Retirement Services, LLCEIN: 83-3455979Plan: 001Participants: 76Assets: $0Location: Dubuque, IALatest: 2023
planHoward Capital ManagementFinancial statement2023 filing
Sponsor: At Retirement Services, LLCEIN: 83-3455979Plan: 004Participants: 107Assets: $0Location: Dubuque, IALatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — American Trust Pooled Employer Plan
Sponsor: At Retirement Services, LLCEIN: 83-3455979Plan: 001Ack ID: 20240930123623NAL0005678801001
filing2023 Form 5500 — The Achieve Advantage 401(K) Plan
Sponsor: At Retirement ServicesEIN: 83-3455979Plan: 003Ack ID: 20250305140950NAL0004553203001
filing2023 Form 5500 — Howard Capital Management
Sponsor: At Retirement Services, LLCEIN: 83-3455979Plan: 004Ack ID: 20240930160850NAL0010539664001
filing2023 Form 5500 — Cabana Pep Solution
Sponsor: At Retirement Services, LLCEIN: 83-3455979Plan: 035Ack ID: 20241014154022NAL0013553843001