AUMdb

Aia Corporation 401(k) Plan

Sponsored by Aia Corporation · EIN 043429004 · Plan #001

Total assets
$635K
Net assets
$635K
Active participants
63
With balances
46

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nationwide Investment management, Shareholder servicing fees $16,314
Usi Advisors Investment management, Shareholder servicing fees $15,186
Nationwide Investment management, Shareholder servicing fees $1,881
Proaccount Investment advisory (participants) $1,791
Nationwide Retirement Plans Investment management, Shareholder servicing fees $1,184