American Mathematical Society Retirement Plan
Sponsored by American Mathematical Society · EIN 050264797 · Plan #003
- Total assets
- $62.6M
- Net assets
- $62.6M
- Active participants
- 191
- With balances
- 500
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Fiduciary Investment Advisors | Other fees | $27,370 |
| Citrin Cooperman & Company Llp | Other fees | $9,975 |
| The Angell Pension Group, Inc. | Other fees | $6,900 |