Aoa Management Co. 401(k) Plan
Sponsored by Aoa Management Company Limited Partnership · EIN 208075233 · Plan #001
- Total assets
- $34.1M
- Net assets
- $34.1M
- Active participants
- 313
- With balances
- 438
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $40,000 |
| Mmq & Associates, P.C. | Accounting | $9,500 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$52,301 |