Asian Americans For Equality, Inc. 403(b) Plan
Sponsored by Asian Americans For Equality, Inc. · EIN 133187792 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 140
- With balances
- 254
Plan year beginning 01/01/2024 · 401(m) arrangement, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co. | Contract administrator, Participant loan processing, Direct payment from the plan | $89,536 |
| Principal Securities Inc. | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |