AUMdb

Aaa Northeast Retirement Plan

Sponsored by Aaa Northeast · EIN 050102480 · Plan #002

Total assets
$358M
Net assets
$358M
Active participants
3,718
With balances
4,459

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $127,640