Aeon 403(b) Plan
Sponsored by Aeon · EIN 411558711 · Plan #002
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 221
- With balances
- 179
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Alerus Finanical, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $23,912 |