AUMdb

Career Path Services 403(b) Plan

Sponsored by Career Path Services · EIN 911032846 · Plan #001

Total assets
$9.0M
Net assets
$8.8M
Active participants
111
With balances
211

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

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
Empower Advisory Group, Llc Recordkeeping fees $46,193
Anastasi Moore Martin Pllc Accounting $11,500
Randall And Hurley, Inc Contract administrator $7,077
Empower Retirement Advisory Service Investment management $3,101
Da Davidson & Co Other commissions $0