The Aafp 401(k) Plan
Sponsored by American Academy Of Family Physicians · EIN 440536051 · Plan #003
- Total assets
- $95.2M
- Net assets
- $95.2M
- Active participants
- 320
- With balances
- 475
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Recordkeeping, Participant loan processing | $78,015 |
| Creative Planning Llc | Investment advisory (plan) | $51,125 |
| Forvis Llp | Other fees | $13,650 |
| Bkd Llp | Accounting | $7,665 |