AUMdb

Gift Of Life Donor Program 403(b) Plan

Sponsored by Greater Delaware Valley Society Of Transplant Surgeons · EIN 237388767 · Plan #003

Total assets
$71.4M
Net assets
$71.4M
Active participants
336
With balances
517

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Cornerstone Advisors Asset Management, Llc CRD 138638 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $191,431
Cornerstone Advisors Asset Mgmt Investment advisory (plan) $108,277