American Mathematical Society Tax Deferred Annuity Plan
Sponsored by American Mathematical Society · EIN 050264797 · Plan #002
- Total assets
- $73.8M
- Net assets
- $73.8M
- Active participants
- 215
- With balances
- 557
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Tiaa | Other fees | $18,914 |
| Fiducient Advisors | Other fees | $16,548 |
| Citrin Cooperman & Company Llp | Other fees | $13,912 |
| The Angell Pension Group, Inc. | Other fees | $9,219 |