AUMdb

American Councils 403 B Retirement Plan

Sponsored by American Councils For International Education · EIN 521067256 · Plan #003

Total assets
$47.9M
Net assets
$47.9M
Active participants
243
With balances
308

Plan year beginning 07/01/2024 · 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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $2,218
Raymond James Fncl Srvs Consulting (general), Consulting fees $0
Cliftonlarsenallen Llp Investment management, Investment management fees (indirect) $0