American Library Association Retirement Plan
Sponsored by American Library Association · EIN 362166947 · Plan #001
- Total assets
- $92.0M
- Net assets
- $92.0M
- Active participants
- 193
- With balances
- 577
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan), Direct payment from the plan | $62,059 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $11,264 |