American Equity Investment Profit Sharing And 401(k) Plan
Sponsored by American Equity Investment Life Holding Company · EIN 421447959 · Plan #001
- Total assets
- $153M
- Net assets
- $153M
- Active participants
- 840
- With balances
- 1,063
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $259,240 |
| Hays Financial Group | Investment advisory (plan), Other fees | $0 |