AUMdb

Community Resource Center 403(b) Plan

Sponsored by Community Resource Center For The Developmentally Disabled, Inc. · EIN 132954788 · Plan #002

Total assets
$4.2M
Net assets
$4.2M
Active participants
139
With balances
389

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
Fm International Recordkeeping, Recordkeeping fees, Investment advisory (participants) $20,804
Nationwide Contract administrator, Participant loan processing, Direct payment from the plan $6,059
American Portfolios Financial Svcs Other services, Other commissions $0