American Meteorological Society Defined Contribution Retirement Plan
Sponsored by American Meteorological Society · EIN 042103657 · Plan #002 · Boston, MA
- Total assets
- $34.9M
- Net assets
- $34.9M
- Active participants
- 78
- With balances
- 208
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
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 |
|---|---|---|
| Tiaa | Recordkeeping fees | $23,238 |
| Tonneson & Company, Pc | Accounting | $18,076 |
| Global Retirement Partners, Llc | Investment advisory (participants) | $9,500 |