Safe Harbor 401(k) Profit Sharing Plan For Employees Of Arizona Autism United, Inc.
Sponsored by Arizona Autism United, Inc. · EIN 161738730 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 574
- With balances
- 170
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 |
|---|---|---|
| Lincoln Investment Planning, Llc CRD 519 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide Life Insurance Company | Claims processing, Recordkeeping, Participant loan processing | $12,682 |
| Norton James Retirement Services | Recordkeeping | $5,400 |
| Lincoln Investment Planning Llc | Investment advisory (plan) | $0 |