AUMdb

Meals On Wheels San Francisco 403(b) Retirement Plan

Sponsored by Meals On Wheels San Francisco · EIN 941741155 · Plan #001

Total assets
$3.8M
Net assets
$3.8M
Active participants
161
With balances
170

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $37,246