American National Standards Institute 403(b) Plan
Sponsored by American National Standards Institute · EIN 131635253 · Plan #002
- Total assets
- $65.1M
- Net assets
- $65.1M
- Active participants
- 222
- With balances
- 274
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Consulting (general), Insurance services, Insurance brokerage commissions | $106,508 |
| Cambridge Investment Research | Consulting (general), Insurance services, Insurance brokerage commissions | $32,768 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $15,280 |