The American Legion Employees Salary Savings Plan
Sponsored by American Legion National Headquarters · EIN 350144250 · Plan #002
- Total assets
- $20.9M
- Net assets
- $20.9M
- Active participants
- 213
- With balances
- 296
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 |
|---|---|---|
| Invst, Llc CRD 282863 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Invst | Investment advisory (participants), Investment advisory (plan), Investment management | $48,495 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $29,850 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Participant loan processing | $5,616 |