Asian Americans Advancing Justice Los Angeles 403(b) Plan
Sponsored by Asian Americans Advancing Justice Southern California · EIN 953854152 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 96
- With balances
- 160
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $7,192 |
| Retirement Solutions Specialists | Contract administrator, Other fees, Direct payment from the plan | $1,150 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |