American Management Association Savings & Investment Plan
Sponsored by American Management Association · EIN 237259445 · Plan #003
- Total assets
- $76.5M
- Net assets
- $76.5M
- Active participants
- 127
- With balances
- 268
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $45,944 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $22,145 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $3,738 |