National Council On Aging, Inc. 403(b) Plan
Sponsored by National Council On Aging, Inc. · EIN 131932384 · Plan #002
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 95
- With balances
- 131
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 |
|---|---|---|
| Retirement Planology, Inc. CRD 171302 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Retirement Planology Inc | Investment advisory (plan) | $27,750 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,555 |
| Advised Assets Group, Llc | Investment management | $1,444 |