Area Agency On Aging, Psa2 403(b) Plan
Sponsored by Area Agency On Aging, Psa2 · EIN 311361630 · Plan #002
- Total assets
- $16.0M
- Net assets
- $16.0M
- Active participants
- 152
- With balances
- 196
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Wealth Advisors, Llc | Investment advisory (plan) | $52,954 |
| Empower Annuity Insurance Company | Recordkeeping fees | $48,115 |
| Clark Schaefer Hackett & Co | Contract administrator | $2,360 |
| Empower Advisory Group | Investment management | $1,919 |