AUMdb

Easter Seals Of Southwest Florida Inc. 403(b) Retirement Plan

Sponsored by Easter Seals Of Southwest Florida · EIN 590638490 · Plan #003

Total assets
$4.6M
Net assets
$4.6M
Active participants
157
With balances
248

Plan year beginning 09/01/2024 · 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
Voya Retirement Insurance And Annui Investment advisory (participants) $60,370
Caldwell Trust Company Other fees $0