Associations International, Llc. 401(k) Plan
Sponsored by Associations International, Llc · EIN 274849171 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 174
- With balances
- 154
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $27,393 |
| Mcgregor & Associates, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,440 |
| Raymond James And Associates Inc | Investment advisory (plan) | $0 |
| Dean Dorton Allen Ford Pllc | Accounting | $0 |