Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMERICAN EDUCATIONAL RESEARCH ASSOCIATION
EIN 23-7003537researchLatest filing 2024
Plans
2
Retirement
2
$16.8M assets
Welfare
0
Participants
78
1430 K STREET, NW, SUITE 1200 - WASHINGTON, DC 200052528202-238-3245aera.netLinkedIn11-50 employeesresearch
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.8M assets / 78 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AMERICAN EDUCATIONAL RESEARCH ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$12.6M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AMERICAN EDUCATIONAL RESEARCH ASSOCIATION TAX DEFERRED ANNUITY PLAN
403b
Assets$4.3M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMERICAN EDUCATIONAL RESEARCH ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $12.6M | 56 | 2024 | |
| 002 | AMERICAN EDUCATIONAL RESEARCH ASSOCIATION TAX DEFERRED ANNUITY PLAN | 403b | $4.3M | 22 | 2024 |
Retirement plans