AUMdb

Association Of The United States Army Inc Retirement Plan

Sponsored by Assoc Of The United States Army Inc · EIN 530193361 · Plan #002

Total assets
$25.4M
Net assets
$25.4M
Active participants
87
With balances
135

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
Dodge & Cox CRD 104596 fuzzy_auto · 95% 2024
American Fundstars Financial Group Llc CRD 315860 fuzzy_auto · 96% 2024
Blackrock Fund Advisors CRD 105247 fuzzy_auto · 93% 2024
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
T. Rowe Price Rps, Inc. Recordkeeping, Trustee (institutional), Trustee (directed) $1,800
Columbia Funds Investment management, Shareholder servicing fees $0
Dodge & Cox Investment management, Shareholder servicing fees $0
American Funds Investment management, Shareholder servicing fees $0
Allspring Global Investment management, Shareholder servicing fees $0
Parnassus Funds Investment management, Shareholder servicing fees $0
Tiaa Cref Investment management, Shareholder servicing fees $0
Jp Morgan Funds Investment management, Shareholder servicing fees $0
Principal Funds Investment management, Shareholder servicing fees $0
Blackrock Funds Investment management, Shareholder servicing fees $0
Janus Funds Investment management, Shareholder servicing fees $0
Fidelity Investment management, Shareholder servicing fees $0