AUMdb

Cedarcrest, Inc. 403(b) Plan

Sponsored by Cedarcrest, Inc. · EIN 020441832 · Plan #001

Total assets
$3.3M
Net assets
$3.3M
Active participants
175
With balances
83

Plan year beginning 01/01/2024

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
Equitable Life Insurance Co. Recordkeeping, Trustee (directed), Investment management $17,816