AUMdb

Association Of Economic Collaboration And Growth Multiple Employer Retirement Plan

Sponsored by Association Of Economic Collaboration And Growth · EIN 833122688 · Plan #001

Total assets
$21.7M
Net assets
$21.7M
Active participants
5,135
With balances
2,936

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 Integritas Consulting (general) $66,650
Hub International Investment advisory (plan) $37,958
Leading Retirement Solutions, Llc Recordkeeping $24,829
Mid Atlantic Trust Company Custodial (securities) $16,013
Lighthouse Biz Solutions Llc Custodial (securities) $10,280