AUMdb

Urban League Of Metropolitan St. Louis 403(b) Plan

Sponsored by Urban League Of Metropolitan St. Louis, Inc. · EIN 430653605 · Plan #003

Total assets
$2.3M
Net assets
$2.3M
Active participants
295
With balances
266

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

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

Firm Match Plan year
Archford Capital Strategies, Llc CRD 164482 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $29,901
Archford Capital Strategies, Llc Investment advisory (plan), Direct payment from the plan $8,301