The Association Of Universities For Research In Astronomy, Inc. 403(b) Savings Plan
Sponsored by Association Of Universities For Research In Astronomy, Inc. · EIN 860138043 · Plan #006
- Total assets
- $299M
- Net assets
- $299M
- Active participants
- 1,557
- With balances
- 1,619
Plan year beginning 01/01/2024 · Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $57,168 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $26,172 |
| Multnomah Group | Consulting (general), Direct payment from the plan | $25,000 |