San Diego Blood Bank 403(b) Plan
Sponsored by San Diego Blood Bank · EIN 951696732 · Plan #002
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 329
- With balances
- 458
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pruco Securities, Llc CRD 5685 | deterministic · 100% | 2024 |
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Recordkeeping fees, Other fees | $60,537 |
| National Benefit Services, Llc | Recordkeeping, Other services, Other fees | $9,128 |
| Proaccount | Investment advisory (participants) | $4,380 |
| Pruco Securities, Llc | Investment advisory (participants), Other services | $0 |
| Mma Securities Llc | Investment advisory (participants), Other services | $0 |