AUMdb

Aroostook County Action Program Tax Sheltered Retirement Plan

Sponsored by Aroostook County Action Program, Inc. · EIN 010315849 · Plan #001

Total assets
$6.6M
Net assets
$6.6M
Active participants
195
With balances
202

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
United Pension Designs, Llc Contract administrator $7,750
Ameritas Life Insurance Corporation Recordkeeping $3,633
Fidelity Inv Inst Operations Comp Recordkeeping fees, Account maintenance fees $468