Area Agency On Aging Region 9 Inc. 403(b) Plan
Sponsored by Area Agency On Aging Region 9 Inc. · EIN 310887396 · Plan #003
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 159
- With balances
- 161
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln Retirement Service Company | Recordkeeping fees | $25,967 |
| Global Retirement Partners | Investment advisory (plan) | $23,909 |