Area Agency On Aging District 7 403 B Plan
Sponsored by Area Agency On Aging District 7 · EIN 310971399 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 193
- With balances
- 227
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Cadaret Grant & Co Inc. | Investment advisory (plan), Investment management, Securities brokerage | $38,748 |
| Securities America | Investment advisory (plan), Investment management, Securities brokerage | $13,088 |
| Edward D.A. Sommer | Investment advisory (plan), Investment management, Participant loan processing | $4,566 |
| Nationwide | Recordkeeping, Recordkeeping fees, Participant loan processing | $948 |
| Lincoln National Corporation | Contract administrator | $125 |