AUMdb

Association Of University Physicians Tda Plan

Sponsored by The Association Of University Physicians · EIN 911220843 · Plan #002

Total assets
$228M
Net assets
$228M
Active participants
2,926
With balances
1,439

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
Fid Inv Inst Ops Co Recordkeeping fees, Account maintenance fees, Securities brokerage commissions $13,980