Aai Associates, Inc. 401(k) Plan
Sponsored by Aai Associates, Inc. · EIN 352442153 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 94
- With balances
- 130
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment advisory (participants) | $54,503 |
| World Investment Advisors, Llc | Investment advisory (participants) | $23,040 |
| Cetera Advisors, Llc | Investment advisory (participants) | $13,292 |
| Cetera Investment Advisors Llc | Investment advisory (participants) | $12,032 |
| Iron Fiduciary | Investment advisory (participants) | $10,583 |
| Nationwide Life Insurance Company | Investment advisory (participants) | $2,573 |
| Associated Pension Consultants, Inc | Investment advisory (participants) | $780 |
| Associated Pension Consultants, Inc | Investment advisory (participants) | $178 |
| Associated Pension Consultants, Inc | Investment advisory (participants) | $0 |