Retirement Plan For Employees Of Southwestern Connecticut Agency On Aging, Inc.
Sponsored by Southwestern Connecticut Agency On Aging, Inc. · EIN 060916407 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 105
- With balances
- 135
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, 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 |
|---|---|---|
| Raymond James Fin Serv Advisors | Investment advisory (plan) | $31,017 |
| Wells Thomas, Llc | Other services | $3,182 |
| Nationwide | Direct payment from the plan, Investment management fees (direct) | $970 |