AUMdb

Potential Development Program, Inc. 403(b) Plan

Sponsored by Potential Development Program, Inc. · EIN 340789759 · Plan #003 · Youngstown, OH

Total assets
$2.8M
Net assets
$2.8M
Active participants
148
With balances
151

Plan year beginning 01/01/2024

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
Elsass Financial Group, Inc. Distribution (12b-1) fees $15,066
Ami Benefit Plan Administrators, In Contract administrator, Recordkeeping, Participant loan processing $15,016