Aaa Life Insurance Pension And 401 K Plan
Sponsored by Aaa Life Insurance Company · EIN 520891929 · Plan #001
- Total assets
- $98.5M
- Net assets
- $98.5M
- Active participants
- 860
- With balances
- 1,030
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Other fees | $62,690 |
| Wells Fargo Advisors | Other fees | $33,333 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $24,891 |
| Bdo | Other fees | $14,870 |
| Wells Fargo Advisors | Other fees | $6,667 |
| Morningstar | Investment advisory (plan) | $0 |