AUMdb

Arizona Water Company Retirement And Savings Plan

Sponsored by Arizona Water Co. · EIN 860119837 · Plan #002

Total assets
$49.9M
Net assets
$49.9M
Active participants
288
With balances
329

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $21,985
Sageview Advisory Group, Llc Consulting (general) $5,750