AUMdb

Ada Employees' Retirement Plan

Sponsored by American Dental Association · EIN 360724690 · Plan #001

Total assets
$174M
Net assets
$174M
Active participants
342
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Alliance Pension Consultants, Llc Actuarial, Direct payment from the plan $166,806
Captrust Financial Advisors Investment advisory (plan), Direct payment from the plan $53,627