AUMdb

Aiv, L.P. 401(k) Plan

Sponsored by Aiv, L.P. · EIN 760325317 · Plan #001

Total assets
$33.7M
Net assets
$33.7M
Active participants
288
With balances
272

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
Raymond James Insurance Group Inc Investment advisory (participants) $44,699
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $43,252
Nova 401 (K) Associates Contract administrator $13,969