AUMdb

Aspire Of Illinois 403(b) Plan

Sponsored by Aspire Of Illinois · EIN 362654558 · Plan #001

Total assets
$6.4M
Net assets
$6.4M
Active participants
260
With balances
364

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).

Firm Match Plan year
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $36,241
Wintrust Investments Llc Investment advisory (plan) $7,969
Onedigital Investment Advisors Investment advisory (plan) $7,620