AUMdb

Philadelphia Corporation For Aging Pension Plan

Sponsored by Philadelphia Corporation For Aging · EIN 231905649 · Plan #001

Total assets
$56.4M
Net assets
$56.4M
Active participants
300
With balances
0

Plan year beginning 01/01/2024 · Association retirement plan (MEP)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $245,264
Global Retirement Partners Llc Investment advisory (plan), Other fees $0