American Lung Association Retirement Plan D
Sponsored by American Lung Association · EIN 131632524 · Plan #001
- Total assets
- $32.7M
- Net assets
- $32.7M
- Active participants
- 45
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sun Life Capital Management (U.S.) Llc CRD 109684 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Buck Global Llc | Actuarial, Consulting (pension), Direct payment from the plan | $184,576 |
| Slc Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $41,262 |
| Fiducient | Investment management, Direct payment from the plan, Investment management fees (direct) | $27,803 |
| First State Trust | Custodial (securities), Trustee (directed), Direct payment from the plan | $18,495 |