AUMdb

Learning Point Associates Defined Contribution Retirement Plan

Sponsored by Amer. Inst. For Research In The Behavioral Sciences · EIN 250965219 · Plan #003

Total assets
$14.0M
Net assets
$14.0M
Active participants
38
With balances
237

Plan year beginning 01/01/2024 · 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).

No Schedule C on file for this plan year.