AUMdb

Actors' Fund Of America 401(k) Plan

Sponsored by Actors' Fund Of America · EIN 131635251 · Plan #003

Total assets
$36.6M
Net assets
$36.6M
Active participants
324
With balances
360

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Reedmark Advisors, Llc CRD 173760 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Reedmark Advisors, Llc Investment advisory (plan) $34,141
Strategic Advisors, Inc. Investment advisory (plan) $5,302
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$54,612