Retirement Plan Of A.A. World Services, Inc. And A.A. Grapevine, Inc.
Sponsored by Retirement Committee Of Aaws & Aagv · EIN 136208865 · Plan #001
- Total assets
- $35.6M
- Net assets
- $35.6M
- Active participants
- 20
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Bpas Actuarial & Pension Services | Actuarial, Consulting (pension), Direct payment from the plan | $35,345 |
| Bpas Fiduciary Services | Investment advisory (plan), Direct payment from the plan | $35,263 |
| The Charles Schwab Trust Company | Custodial (securities), Trustee (institutional), Investment management fees (direct) | $15,490 |