AUMdb

Aha Consulting Engineers, Inc. 401 K & Profit Sharing Plan

Sponsored by Aha Consulting Engineers, Inc. · EIN 043130168 · Plan #001

Total assets
$42.6M
Net assets
$42.6M
Active participants
112
With balances
166

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $19,501
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$17,779