Aaa Oregon/Idaho Qualified Employee Savings Plan
Sponsored by Aaa Oregon/Idaho · EIN 930243420 · Plan #002
- Total assets
- $51.4M
- Net assets
- $51.4M
- Active participants
- 540
- With balances
- 647
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $44,471 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $16,058 |