AUMdb

Penfield Childrens Center, Inc. 403(b) Plan

Sponsored by Penfield Children's Center, Inc. · EIN 391093701 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
100
With balances
158

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
Alerus Financial, N.A. Recordkeeping, Trustee (institutional), Trustee (directed) $36,480