AUMdb

The Academy Of Natural Sciences Pension Plan

Sponsored by Academy Of Natural Sciences Of Philadelphia · EIN 231352000 · Plan #001

Total assets
$16.6M
Net assets
$16.6M
Active participants
17
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Towers Watson Pennsylvania, Inc. Actuarial $39,750
Pnc Bank Trustee (institutional), Investment management fees (direct), Investment advisory (plan) $28,504
Usi Advisors, Inc Investment advisory (plan), Investment management fees (direct) $25,526
Usi Consulting Group Contract administrator, Participant communication, Recordkeeping $14,792
Pricewaterhousecoopers Llp Accounting $9,566