Aaa North Penn 401 K Plan
Sponsored by Aaa North Penn · EIN 240637695 · Plan #002
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 129
- With balances
- 156
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Recordkeeping fees, Recordkeeping | $49,790 |
| Cambridge Investment Research Inc | Investment advisory (plan) | $14,041 |