AUMdb

403(b) Thrift Plan Of Area Office On Aging

Sponsored by Area Office On Aging · EIN 341310295 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
210
With balances
291

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
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $1,396
Osaic Wealth, Inc. Other fees $0
Pension Innovations & Consulting Other services $0
Voya Retirement Insurance & Annuity Recordkeeping fees $0