AUMdb

Advanced Medical Technology Association Savings Plan

Sponsored by Advanced Medical Technology Association · EIN 521006053 · Plan #002

Total assets
$41.5M
Net assets
$41.5M
Active participants
86
With balances
122

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $82,594
Global Retirement Partners Llc Investment advisory (plan), Other fees $0