AUMdb

Rural Alaska Community Action Program, Inc. Retirement Plan

Sponsored by Rural Alaska Community Action Program, Inc. · EIN 920033876 · Plan #001

Total assets
$16.3M
Net assets
$16.3M
Active participants
363
With balances
450

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $39,274
Usi Advisors, Inc. Investment advisory (plan) $32,500
Strategic Advisors, Inc. Investment advisory (plan) $8,503