AUMdb

J127 Education Foundation 403(b) Thrift Plan

Sponsored by J127 Education Foundation · EIN 541371815 · Plan #001

Total assets
$6.5M
Net assets
$6.5M
Active participants
245
With balances
144

Plan year beginning 01/01/2024 · 401(k)

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
Raymond James And Associates Contract administrator $20,616
Ascensus Llc Recordkeeping $11,649
Lincoln National Corporation Contract administrator $1,325
Atlantic Pension Services Plan administrator $1,300