Project Lead The Way 403 B Plan
Sponsored by Project Lead The Way Inc. · EIN 364802935 · Plan #001
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 287
- With balances
- 345
Plan year beginning 01/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Procourse Fiduciary Advisors, Llc CRD 164328 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $4,199 |
| Procourse Fiduciary Advisors | Investment management, Investment management fees (indirect) | $0 |