Aaci 403(b) Retirement Plan
Sponsored by Asian Americans For Community Involvement Of Santa Clara County, · EIN 942292491 · Plan #001
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 255
- With balances
- 205
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Accounting, Direct payment from the plan | $61,110 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $21,787 |