AUMdb

Treehouse 403(b) Retirement Plan

Sponsored by Treehouse · EIN 911425676 · Plan #002

Total assets
$9.1M
Net assets
$9.1M
Active participants
178
With balances
252

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Nwps Recordkeeping, Recordkeeping fees, Participant loan processing $6,840