Region Iv A.A.A. 403(b) Plan
Sponsored by Region Iv Area Agency On Aging, Inc · EIN 382332594 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 84
- With balances
- 141
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $2,730 |