AUMdb

Atlantic Council Of The United States 403(b)dc Plan

Sponsored by Atlantic Council Of The United States · EIN 520742294 · Plan #001

Total assets
$26.5M
Net assets
$26.5M
Active participants
410
With balances
633

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

Linked investment advisers

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

Firm Match Plan year
Mv Capital Management, Inc. CRD 139034 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mv Capital Management Investment advisory (plan) $67,308
Tiaa Recordkeeping fees $48,213