AUMdb

Arizona Technology Council Multiple Employer 401(k) Plan

Sponsored by Arizona Technology Council · EIN 860684848 · Plan #002

Total assets
$7.1M
Net assets
$7.1M
Active participants
103
With balances
165

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $39,050
Wells Fargo Advisors Investment advisory (plan) $10,569
Nova 401(k) Associates Contract administrator $4,187