AUMdb

American Society For Technion Defined Contribution Plan

Sponsored by American Society For Technion Israel Institute Of Technology, Inc · EIN 130434195 · Plan #001

Total assets
$52.8M
Net assets
$52.8M
Active participants
66
With balances
228

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

Linked investment advisers

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

Firm Match Plan year
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fiducient Advisors, Llc Investment management, Direct payment from the plan $33,396
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $29,279