American Diabetes Association 401(a) Retirement Plan
Sponsored by American Diabetes Association · EIN 131623888 · Plan #001
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 431
- With balances
- 487
Plan year beginning 01/01/2024 · Total participant-directed account, Profit-sharing, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bdo Usa, P.C. | Accounting | $19,240 |
| Strategic Advisor, Inc. | Investment advisory (plan) | $3,092 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$7,330 |