Asia Society 403(b) Dc Plan
Sponsored by Asia Society · EIN 133234632 · Plan #002
- Total assets
- $58.1M
- Net assets
- $58.1M
- Active participants
- 132
- With balances
- 515
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dorfman Abrams Music Llc | Accounting | $26,000 |
| Capfinanial Partners Llc | Consulting (general), Investment advisory (plan) | $6,250 |
| Tiaa | Recordkeeping, Custodial (securities) | $3,590 |