M.C.C.A.B. 403(b) Plan
Sponsored by Merced County Community Action Board · EIN 942183288 · Plan #002
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 186
- With balances
- 141
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Nationwide | Recordkeeping, Recordkeeping fees | $18,056 |
| Raymond James Fin Serv Advisors | Investment advisory (plan), Investment management fees (direct) | $14,278 |
| Nexus Administrators, Inc. | Contract administrator | $923 |