AUMdb

American Speech Language Hearing Association Retirement Income Plan

Sponsored by American Speech Language Hearing Association · EIN 530240474 · Plan #001

Total assets
$99.7M
Net assets
$99.7M
Active participants
297
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
Mercer Investments Llc CRD 133449 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $121,194
Mercer Investments Llc Investment advisory (plan), Direct payment from the plan $102,741
Jpmorgan Chase Bank Nati Investment advisory (plan), Direct payment from the plan $37,773