American Radio Association Individual Account Plan
Sponsored by Board Of Trustees American Radio Association Individual Account Plan · EIN 136161999 · Plan #002 · Alameda, CA
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 67
- With balances
- 112
Plan year beginning 01/01/2024 · Default investment account (QDIA), 401(m) arrangement, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Marco Advisors | Investment advisory (plan) | $10,710 |
| Baldwin Moffitt Behm Llp | Accounting | $7,847 |
| Empower Annuity Insurance | Recordkeeping fees | $0 |