AUMdb

Association For Individual Development Retirement Plan

Sponsored by Association For Individual Development · EIN 362472748 · Plan #005

Total assets
$18.2M
Net assets
$18.2M
Active participants
645
With balances
720

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

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
Trust Company Of Illinois Trustee (institutional), Recordkeeping fees, Participant loan processing $36,244