AUMdb

Arena Stage Retirement And Savings Plan

Sponsored by Washington Drama Society, Inc. · EIN 530246894 · Plan #001

Total assets
$9.1M
Net assets
$9.1M
Active participants
227
With balances
233

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
The Variable Annuity Life Insurance Company CRD 104561 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Variable Annuity Life Insurance Co Recordkeeping, Investment advisory (participants), Participant loan processing $7,047