AUMdb

Active Retirement Community D/B/A Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan

Sponsored by Active Retirement Community Inc. · EIN 311631439 · Plan #001

Total assets
$11.6M
Net assets
$11.6M
Active participants
373
With balances
301

Plan year beginning 01/01/2024

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
Aspire Advisors Recordkeeping, Custodial (other), Participant loan processing $24,588
Benefit Plans Administrative Servic Recordkeeping, Custodial (other), Participant loan processing $6,472