AUMdb

The Archway Programs Retirement Savings Plan

Sponsored by The Archway Programs · EIN 222401037 · Plan #001

Total assets
$15.6M
Net assets
$15.6M
Active participants
432
With balances
526

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
Innovative Investment Fiduciaries, Llc CRD 159814 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Benefit Plans Administrative Svcs Recordkeeping, Custodial (other), Custodial (securities) $55,714
Innovative Invstmnt Fiduciaries Investment advisory (participants), Investment advisory (plan), Investment management $34,363