AUMdb

American Association For Cancer Research 403(b) Plan

Sponsored by American Association For Cancer Research, Inc. · EIN 236251648 · Plan #001

Total assets
$55.1M
Net assets
$55.1M
Active participants
249
With balances
320

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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), Direct payment from the plan $59,979
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $56,011