AUMdb

Ancora 401(k) Plan

Sponsored by Stvt Aai Education, Inc · EIN 461749258 · Plan #001

Total assets
$13.8M
Net assets
$13.8M
Active participants
1,392
With balances
1,349

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
Bokf, Na Custodial (securities), Trustee (institutional), Trustee (directed) $27,991