AUMdb

Asha 401(k) Plan

Sponsored by American Speech Language Hearing Association (Asha) · EIN 530240474 · Plan #002

Total assets
$81.2M
Net assets
$81.2M
Active participants
317
With balances
399

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
Lockbox Investment advisory (plan), Direct payment from the plan $97,332
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $36,877