Aeg 401(k) Plan
Sponsored by Elevation Services Holdings, Llc · EIN 850571592 · Plan #004
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 108
- With balances
- 141
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | 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 | $21,552 |
| Retirement Management Services, Llc | Contract administrator, Direct payment from the plan, Other services | $8,791 |
| Kestra Advisory Services, Llc | Consulting (pension), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |