The American Arbitration Association, Inc. Employee Savings And Retirement Plan
Sponsored by American Arbitration Association, Inc. · EIN 130429745 · Plan #002
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 750
- With balances
- 937
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Strategies Group, Llc CRD 140120 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Custodial (securities) | $84,096 |
| Capital Strategies Inv Group | Investment advisory (plan) | $45,088 |