AUMdb

Winston County Medical Foundation 403(b) Retirement Plan

Sponsored by Winston County Medical Foundation · EIN 646010402 · Plan #001

Total assets
$11.5M
Net assets
$11.5M
Active participants
242
With balances
350

Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)

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
Renasant Bank Trustee (institutional) $60,560
Epic Retirement Plan Services Recordkeeping, Participant communication $3,482