AUMdb

National Council Of Teachers Of Mathematics Defined Contribution Retirement Plan

Sponsored by National Council Of Teachers Of Mathematics · EIN 526057004 · Plan #001

Total assets
$31.9M
Net assets
$31.9M
Active participants
24
With balances
194

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mercer Investments Llc CRD 133449 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lincoln National Corporation Contract administrator $40,590
Mercer Investments Llc Investment advisory (plan) $22,490