AUMdb

Phmc Integrated 403 B Plan

Sponsored by Phmc Integrated Dba Fairwold Academy · EIN 231729031 · Plan #002

Total assets
$7.4M
Net assets
$7.4M
Active participants
100
With balances
111

Plan year beginning 07/01/2024 · 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
Nfp Retirement Investment advisory (plan) $17,412
The Vanguard Group, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $11,286