Aga Institute Retirement Plan
Sponsored by American Gastroenterological Association · EIN 366066325 · Plan #001
- Total assets
- $34.6M
- Net assets
- $34.6M
- Active participants
- 99
- With balances
- 145
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Harbor Investment Advisory, Llc CRD 151085 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $92,236 |
| Harbor Investment Advisory, Llc | Investment advisory (plan), Other fees, Investment advisory (participants) | $20,000 |