AUMdb

Three Rivers Planning And Development District, Inc. Retirement Savings Plan

Sponsored by Three Rivers Planning And Development District, Inc · EIN 640507939 · Plan #002

Total assets
$9.0M
Net assets
$9.0M
Active participants
91
With balances
122

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
Ingham & Company Custodial (securities), Recordkeeping fees, Investment advisory (plan) $1,328