AUMdb

Siskin Memorial Foundation 403(b) Plan

Sponsored by Siskin Memorial Foundation · EIN 591781637 · Plan #001

Total assets
$4.3M
Net assets
$4.3M
Active participants
155
With balances
246

Plan year beginning 07/01/2024 · Profit-sharing, Automatic enrollment, ERISA 404(c) participant-directed

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
Benjamin F Edwards Company Investment advisory (participants), Investment advisory (plan), Investment management $15,088
American United Life Insurance Co Recordkeeping, Recordkeeping fees, Sub-transfer agency fees $10,296