AUMdb

Iaba Salary Savings Plan

Sponsored by Institute For Applied Behavior Analysis Corp. · EIN 953693249 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
274
With balances
440

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
Accelerate Investment Advisors Llc CRD 325859 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Accelerate Retirement Investment advisory (plan), Direct payment from the plan $15,230
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $8,071