Aabr, Inc. Pension Plan
Sponsored by Aabr, Inc. · EIN 131968035 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 24
- With balances
- 0
Plan year beginning 07/01/2024
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 |
|---|---|---|
| The Roosevelt Investment Group, Llc | Investment management, Direct payment from the plan | $70,671 |
| Matrix Trust Company | Custodial (securities), Direct payment from the plan | $9,811 |