AUMdb

American Board Of Internal Medicine Retirement Plan

Sponsored by American Board Of Internal Medicine · EIN 390866228 · Plan #002

Total assets
$60.5M
Net assets
$60.5M
Active participants
269
With balances
337

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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
Nfp Corporate Services (Pa), Inc. Plan administrator $16,000
Global Retirement Partners, Llc Investment advisory (plan) $15,000
Cliftonlarsonallen Llp Accounting $14,700
Rpw Solutions Llc Investment management $12,500