AUMdb

The Retirement Plan For Action Pathways, Inc.

Sponsored by Action Pathways, Inc. · EIN 560845795 · Plan #001

Total assets
$3.3M
Net assets
$3.3M
Active participants
141
With balances
124

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $4,465
Morgan Stanley Other services, Other commissions $0