AUMdb

Naeyc Retirement Plan

Sponsored by National Association For The Education Of Young Children · EIN 366009499 · Plan #001

Total assets
$25.4M
Net assets
$25.4M
Active participants
95
With balances
289

Plan year beginning 01/01/2024 · Default investment account (QDIA), ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tiaa Recordkeeping fees $7,875
Global Retirement Partners Investment advisory (plan) $6,812