AUMdb

Carole Robertson Center For Learning Retirement Savings Plan

Sponsored by Carole Robertson Center For Learning · EIN 362882124 · Plan #001

Total assets
$4.4M
Net assets
$4.4M
Active participants
304
With balances
306

Plan year beginning 07/01/2024 · 401(k)

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $0