AUMdb

Anna Maria Of Aurora, Inc. 401(k) Plan

Sponsored by Anna Maria Of Aurora, Inc. · EIN 340965631 · Plan #002

Total assets
$3.2M
Net assets
$3.2M
Active participants
333
With balances
115

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Onedigital Investment Advisors Llc CRD 106766 deterministic · 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
Onedigital Investment Advisors Llc Investment advisory (plan) $11,659
Empower Annuity Ins. Co. Of America Recordkeeping fees $11,547
Farmers Trust Co Dba National Assoc Contract administrator $2,200
Empower Advisory Group Investment management $200