American Diabetes Association 403(b) Retirement Savings Plan
Sponsored by American Diabetes Association · EIN 131623888 · Plan #002
- Total assets
- $42.5M
- Net assets
- $42.5M
- Active participants
- 433
- With balances
- 693
Plan year beginning 01/01/2024 · Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bdo Usa, P.C. | Accounting | $19,805 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,516 |
| Smith & Downey Pa | Legal | $5,732 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$15,429 |