AUMdb

403 B Thrift Plan Of Planned Parenthood Of Michigan

Sponsored by Planned Parenthood Of Michigan · EIN 381707521 · Plan #004

Total assets
$8.8M
Net assets
$8.8M
Active participants
218
With balances
225

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sentinel Benefits Group, Inc. Recordkeeping, Consulting (general), Participant loan processing $27,422
Sentinel Pension Advisors Consulting (general), Investment advisory (participants), Investment advisory (plan) $20,063