American Heart Association, Inc. Qualified Retirement Plan
Sponsored by American Heart Association, Inc. · EIN 135613797 · Plan #002
- Total assets
- $514M
- Net assets
- $514M
- Active participants
- 3,729
- With balances
- 6,797
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $257,987 |