American Heart Association, Inc. 403(b) Pension Plan
Sponsored by American Heart Association, Inc. · EIN 135613797 · Plan #004
- Total assets
- $398M
- Net assets
- $398M
- Active participants
- 3,811
- With balances
- 6,226
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $171,625 |