American Physical Society Defined Contribution And Tax Deferred Annuity Retirement Plan
Sponsored by American Physical Society · EIN 131656610 · Plan #001
- Total assets
- $143M
- Net assets
- $143M
- Active participants
- 359
- With balances
- 654
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Wharton Hill Advisors | Investment advisory (plan), Direct payment from the plan | $72,898 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $43,488 |