Aao Hnsf 403(b) Plan
Sponsored by American Academy Of Otolaryngology Head And Neck Surgery Foundation · EIN 521219434 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 62
- With balances
- 214
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, 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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment advisory (plan) | $14,333 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $12,067 |