403 B Thrift Plan Of Opportunities Inc Of Jefferson County
Sponsored by Opportunities Inc Of Jefferson Co Unty · EIN 391078133 · Plan #001
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 308
- With balances
- 154
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Associated Trust Company, N.A. | Recordkeeping, Consulting (pension), Custodial (securities) | $46,519 |