AUMdb

American Academy Of Dermatology 403 B Plan

Sponsored by American Academy Of Dermatology Inc · EIN 410793046 · Plan #003

Total assets
$65.9M
Net assets
$65.9M
Active participants
204
With balances
256

Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement, Default investment account (QDIA)

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
Global Retirement Partners, Llc Investment advisory (plan) $25,875
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $1,963