Judson Union 403(b) Plan
Sponsored by Judson · EIN 340714539 · Plan #002
- Total assets
- $629K
- Net assets
- $629K
- Active participants
- 112
- With balances
- 154
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Wealth Management | Investment advisory (plan), Investment management, Investment management fees (direct) | $12,976 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $11,733 |