AUMdb

American Society Of Clinical Oncology 401(k) Profit Sharing Plan

Sponsored by American Society Of Clinical Oncology · EIN 136180380 · Plan #001

Total assets
$123M
Net assets
$123M
Active participants
446
With balances
803

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $58,594
Global Retirement Partners, Llc Investment advisory (plan) $30,000