AUMdb

Southeast Legal Services 403(b) Plan

Sponsored by Southeast Louisiana Legal Services Corp. · EIN 720877422 · Plan #002

Total assets
$6.7M
Net assets
$6.7M
Active participants
171
With balances
187

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group, Inc. Claims processing, Recordkeeping, Custodial (other) $35,119
Cetera Investment Advisors Llc Investment advisory (plan), Consulting fees $6,600
Matropolitan Life Insurance Co Recordkeeping, Insurance services $100