Western Reserve Area Agency On Aging 401(k) Plan
Sponsored by Western Reserve Area Agency On Aging · EIN 341620774 · Plan #002
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 341
- With balances
- 277
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Claims processing, Recordkeeping, Direct payment from the plan | $30,899 |
| Cbiz Investment Advisory Services | Investment advisory (plan) | $25,161 |
| Newport Trust Company | Trustee (institutional) | $7,814 |