Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $4.5M assets / 55 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
403(b)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AACE INTERNATIONAL 403(B) DC PLAN | 403(b) | $4.4M | 47 | 2025 |
| #002 | AACE INTERNATIONAL 403(B) TDA PLAN | 403(b) | $22K | 8 | 2025 |