AUMdb

Asian Community Center Of Sacramento Valley 403(b) Plan

Sponsored by Asian Community Center Of Sacramento Valley, Inc. · EIN 942271380 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
290
With balances
203

Plan year beginning 01/01/2024 · 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
Scott Tomei Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $18,225
T. Rowe Price Recordkeeping $3,926
Retirement Solutions Advisors, Llc Other fees $3,750