AUMdb

Indiana Historical Society Defined Contribution Retirement Plan

Sponsored by Indiana Historical Society · EIN 350876384 · Plan #003

Total assets
$8.4M
Net assets
$8.4M
Active participants
67
With balances
117

Plan year beginning 01/01/2024 · Money purchase, 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
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $427