AUMdb

Army And Navy Academy Retirement Plan

Sponsored by Army And Navy Academy · EIN 951184512 · Plan #001

Total assets
$6.3M
Net assets
$6.3M
Active participants
87
With balances
148

Plan year beginning 09/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account

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).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $20,428
Vanguard Contract administrator, Participant loan processing, Direct payment from the plan $4,016
Valic Contract administrator, Participant loan processing, Direct payment from the plan $15