Service Provider
AMERICAN FUNDS
5 companies • 5 plans • 9 filings • Latest year 2025
Company Profile • 95-6817943Service providerEducation servicesService code 63Service code 64Service code 65
Total Direct Compensation
$5,733
0.01% of tracked asset basis
Tracked Asset Basis
$86,484,848
Companies
5
Companies
| Company | EIN | Filings | Plans | Latest Year | Direct Compensation | Fee % | Asset Basis |
|---|---|---|---|---|---|---|---|
| Three Rivers Orthopaedic & Spine Products Inc. | 20-8024741 | 4 | 1 | 2017 | $5,733 | 0.01% | $48,132,776 |
| Agate Housing and Services Inc. | 01-0639118 | 1 | 1 | 2025 | - | - | $2,911,140 |
| Renewal by Andersen of the Triad | 43-2009091 | 1 | 1 | 2025 | - | - | $4,363,528 |
| STORAGE ASSET MANAGEMENT, LLC | 27-2449301 | 2 | 1 | 2024 | - | - | $11,434,408 |
| United Jewish Communities Inc. | 13-1624240 | 1 | 1 | 2022 | - | - | $19,642,997 |
Filings
| Year | Company | Plan | Roles | Services | Direct Compensation | Fee % | Asset Basis | Filing |
|---|---|---|---|---|---|---|---|---|
| 2025 | Renewal by Andersen of the Triad | Renewal by Andersen of the Triad 401 (K) Retirement Plan | Service provider | - | - | - | $4,363,528 | View filing |
| 2025 | Agate Housing and Services Inc. | Agate Housing and Services Inc. 401(K) Plan | Service provider | - | - | - | $2,911,140 | View filing |
| 2024 | STORAGE ASSET MANAGEMENT, LLC | Storage Asset Management Inc. 401(K) Profit Sharing Plan | Service provider | Service code 64 | - | - | $6,547,176 | View filing |
| 2023 | STORAGE ASSET MANAGEMENT, LLC | Storage Asset Management Inc. 401(K) Profit Sharing Plan | Service provider | Service code 64 | - | - | $4,887,232 | View filing |
| 2022 | United Jewish Communities Inc. | The Retirement Plan of United Jewish Appeal | Service provider | Education services | - | - | $19,642,997 | View filing |
| 2017 | Three Rivers Orthopaedic & Spine Products Inc. | Three Rivers Orthopaedic & Spine Products Inc. 401(K) Retirement Plan | Service provider | Service code 63 • Service code 64 • Service code 65 | $1,280 | 0.01% | $13,753,242 | View filing |
| 2016 | Three Rivers Orthopaedic & Spine Products Inc. | Three Rivers Orthopaedic & Spine Products Inc. 401(K) Retirement Plan | Service provider | Service code 63 • Service code 64 • Service code 65 | $1,462 | 0.01% | $11,932,316 | View filing |
| 2015 | Three Rivers Orthopaedic & Spine Products Inc. | Three Rivers Orthopaedic & Spine Products Inc. 401(K) Retirement Plan | Service provider | Service code 63 • Service code 64 • Service code 65 | $1,463 | 0.01% | $11,386,203 | View filing |
| 2014 | Three Rivers Orthopaedic & Spine Products Inc. | Three Rivers Orthopaedic & Spine Products Inc. 401(K) Retirement Plan | Service provider | Service code 63 • Service code 64 • Service code 65 | $1,528 | 0.01% | $11,061,016 | View filing |