AUMdb

Think Together 403(b) Erisa Plan

Sponsored by Think Together · EIN 330781751 · Plan #001

Total assets
$10.1M
Net assets
$10.1M
Active participants
6,118
With balances
6,853

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
Adp Recordkeeping, Direct payment from the plan, Recordkeeping fees $210,857
Intelligence Driven Advisers, Llc Recordkeeping, Trustee (institutional), Other services $11,131

Filing history

Plan year Assets Participants Source
07/01/2024 $10.1M 6,118 ack 20260413162448NAL0020655699001
04/01/2024 $6.3M 5,267 ack 20260413160535NAL0014889985001