AUMdb

403(b) Thrift Plan For Employees Of Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra

Sponsored by Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra · EIN 592603081 · Plan #001

Total assets
$10.3M
Net assets
$10.3M
Active participants
191
With balances
211

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
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $1,591