The American Osteopathic Association Employees' Retirement And Savings Plan
Sponsored by American Osteopathic Association · EIN 362170786 · Plan #002
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 149
- With balances
- 198
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Llc | Investment advisory (plan), Direct payment from the plan | $55,575 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $39,713 |