AUMdb

403(b) Thrift Plan Of Primary Care Coalition Of Montgomery County Md Inc

Sponsored by Montgomery County, Md, Inc · EIN 521847976 · Plan #001

Total assets
$6.3M
Net assets
$6.3M
Active participants
62
With balances
106

Plan year beginning 07/01/2024 · Automatic enrollment, 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
Voya Retirement Insurance & Annuity Recordkeeping fees $29,400
Usi Securities Inc Other commissions $0