AUMdb

Agero, Inc. Retirement Plan

Sponsored by Agero, Inc. · EIN 042534134 · Plan #001

Total assets
$191M
Net assets
$191M
Active participants
2,030
With balances
2,284

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $213,979