The Anti Cruelty Society 403(b) Plan
Sponsored by The Anti Cruelty Society · EIN 362179814 · Plan #002
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 129
- With balances
- 148
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Compnay | Contract administrator, Participant loan processing, Direct payment from the plan | $15,266 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |