AUMdb

American Association For The Advancement Of Science Defined Contribution Plan

Sponsored by American Association For The Advancement Of Science · EIN 530196568 · Plan #001

Total assets
$257M
Net assets
$257M
Active participants
468
With balances
1,347

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

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
Pensionmark Financial Group, Llc Investment advisory (plan), Direct payment from the plan $64,250
Bdo Usa, P.C. Accounting, Direct payment from the plan $26,976
Groom Law Group, Chartered Legal, Direct payment from the plan $12,780
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $1,300