American Dental Education Association 403(b) Retirement Savings Plan
Sponsored by American Dental Education Association · EIN 911993281 · Plan #001 · Washington, DC
- Total assets
- $31.4M
- Net assets
- $31.4M
- Active participants
- 81
- With balances
- 181
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mv Capital Management, Inc. CRD 139034 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mv Capital Management | Investment advisory (plan) | $54,275 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $26,930 |
| Caron & Bletzer Pllc | Accounting | $11,667 |