Associa, Inc. 401(k) Plan
Sponsored by Associations, Inc · EIN 753014941 · Plan #001
- Total assets
- $130M
- Net assets
- $130M
- Active participants
- 7,675
- With balances
- 2,733
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $145,222 |
| Global Retirement Partners Llc | Consulting (general), Investment advisory (plan) | $51,900 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $42,926 |
| Baker Tilly Us Llp | Accounting | $6,300 |