AUMdb

Kenccid 403(b) Retirement Plan

Sponsored by Kensington Community Corporation For Individual Dignity · EIN 231936980 · Plan #002

Total assets
$1.9M
Net assets
$1.9M
Active participants
291
With balances
120

Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, 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
Mutual Of America Sec. Corp Llc Recordkeeping, Participant loan processing, Other services $18,128
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $2,256
Wilshire Associates Inc. Named fiduciary $682