AUMdb

403(b) Thrift Plan Of Work Skills Corporation

Sponsored by Work Skills Corporation · EIN 382025701 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
395
With balances
164

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
Global Retirement Partners, Llc Investment advisory (plan), Consulting fees $17,779
Stancorp Financial Group Accounting, Claims processing, Recordkeeping $17,612
Hub International Midwest Limited Investment advisory (plan), Consulting fees $2,407
Hub International Midwest Limited Investment advisory (plan), Consulting fees $1,445
Reliance Custody Custodial (securities), Shareholder servicing fees $249