Area Agency On Aging 11, Inc. 401(k) Plan
Sponsored by Direction Home Of Eastern Ohio, Inc · EIN 341194060 · Plan #002
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 154
- With balances
- 185
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services | Investment advisory (participants), Investment advisory (plan) | $13,699 |
| Newport Group, Inc. | Claims processing, Recordkeeping, Direct payment from the plan | $6,547 |