AUMdb

Aldea Inc. 403 B Plan

Sponsored by Aldea Inc. · EIN 942159248 · Plan #003

Total assets
$7.9M
Net assets
$7.9M
Active participants
121
With balances
168

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $1,518
Mutual Of America Life Insurance Co Accounting, Direct payment from the plan $167