AUMdb

Pelican Educational Foundation Inc. Retirement Plan

Sponsored by Pelican Educational Foundation Inc. · EIN 203801713 · Plan #001

Total assets
$2.1M
Net assets
$2.1M
Active participants
72
With balances
208

Plan year beginning 08/01/2024 · 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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
American United Life Insurance Co Recordkeeping, Direct payment from the plan, Recordkeeping fees $5,875