Aaron Investments Inc. D/B/A Woodstock Outlet 401(k) Plan
Sponsored by Aaron Invstmnts Inc Dba Woodstock Outlet · EIN 582029252 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 133
- With balances
- 124
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fisher Asset Management Llc Fisher | Investment advisory (plan) | $32,558 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $19,042 |