AUMdb

Arag North America, Inc. Savings And Investment Plan

Sponsored by Arag North America, Inc. · EIN 562399766 · Plan #001

Total assets
$51.8M
Net assets
$51.8M
Active participants
234
With balances
279

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners Ll Investment advisory (plan), Direct payment from the plan $63,333
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $46,429