AUMdb

Aaron's 401(k) Retirement Plan

Sponsored by Aaron's, Llc · EIN 580687630 · Plan #002

Total assets
$186M
Net assets
$186M
Active participants
7,969
With balances
3,137

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
Milliman, Inc. Recordkeeping, Consulting (pension), Copying and duplicating $273,901
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Shareholder servicing fees $43,626
Charles Schwab & Co., Inc. Custodial (securities), Securities brokerage commissions $0