Social Finance, Inc. 403(b) Plan
Sponsored by Social Finance, Inc. · EIN 274620963 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 125
- With balances
- 170
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Profit-sharing
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 |
|---|---|---|
| Ascensus, Llc | Recordkeeping, Recordkeeping fees, Other fees | $9,995 |