AUMdb

American Association Of Colleges Of Nursing Defined Contribution Plan

Sponsored by American Association Of Colleges Of Nursing · EIN 520971333 · Plan #001

Total assets
$27.3M
Net assets
$27.3M
Active participants
62
With balances
176

Plan year beginning 08/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Tiaa Recordkeeping fees, Account maintenance fees $37,115
Rbc Wealth Management Investment advisory (plan) $5,021