AUMdb

Historical Society Of Pennsylvania Defined Contribution Retirement Plan

Sponsored by Historical Society Of Pennsylvania · EIN 231352322 · Plan #003

Total assets
$6.0M
Net assets
$6.0M
Active participants
27
With balances
141

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, 401(m) arrangement, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

No Schedule C on file for this plan year.