AUMdb

Innovative Resources For Independence 403(b) Plan

Sponsored by Innovative Resources For Independence · EIN 133490223 · Plan #001

Total assets
$4.0M
Net assets
$4.0M
Active participants
591
With balances
546

Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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
Penserv Recordkeeping, Recordkeeping fees $21,260
Equitable Financial Life Insurance Participant loan processing, Product termination fees $15,761