AUMdb

Cedar Crest 403(b) Plan

Sponsored by Cedar Crest Inc · EIN 391025444 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
294
With balances
195

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
Johnson Bank Trustee (institutional), Investment advisory (plan), Direct payment from the plan $34,872