Area Agency On Aging Of Northwest Arkansas, Inc. Retirement Plan
Sponsored by Area Agency On Aging Of Northwest Arkansas, Inc. · EIN 710521887 · Plan #002
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 132
- With balances
- 244
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meridian Management Co CRD 110216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Custodial (securities), Recordkeeping fees | $22,934 |
| Meridian Investment Advisors | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $18,638 |