AUMdb

Aaa Club Alliance Inc. 401(k) Retirement Savings Plan

Sponsored by Aaa Club Alliance Inc. · EIN 230758010 · Plan #008

Total assets
$562M
Net assets
$562M
Active participants
5,447
With balances
7,313

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $484,642
Vanguard Advisers Inc. Investment advisory (participants) $264,472
Ubs Financial Services Consulting (general) $102,557