AUMdb

Annual Reviews 403(b) Dc Plan

Sponsored by Annual Reviews · EIN 941156476 · Plan #001

Total assets
$53.4M
Net assets
$53.4M
Active participants
92
With balances
151

Plan year beginning 01/01/2024 · 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
The Vanguard Group, Inc. Contract administrator, Custodial (securities), Recordkeeping fees $7,645