AUMdb

Aim Engineering And Surveying Retirement Plan

Sponsored by Aim Engineering And Surveying, Inc. · EIN 650197775 · Plan #001

Total assets
$13.8M
Net assets
$13.8M
Active participants
159
With balances
120

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins. Co. Of America Recordkeeping fees $16,401
Empower Advisory Group, Llc Investment management $9,717
Progressive Pension Admin., Inc. Contract administrator $8,055