AUMdb

Area Agency On Aging, Region One, Incorporated 401(k) Plan

Sponsored by Area Agency On Aging, Region One, Incorporated · EIN 742371957 · Plan #002

Total assets
$10.5M
Net assets
$10.5M
Active participants
125
With balances
167

Plan year beginning 01/01/2024 · 401(k)

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
Proaccount Investment advisory (participants) $27,842
Mgks Participant loan processing, Distribution (12b-1) fees, Recordkeeping $5,250