AUMdb

Easterseals Arkansas 403(b) Plan

Sponsored by Easterseals Arkansas · EIN 710123680 · Plan #001

Total assets
$11.1M
Net assets
$11.1M
Active participants
1,047
With balances
1,221

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024
Stephens Inc. CRD 3496 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $88,097
Stephens, Inc. Investment advisory (plan), Direct payment from the plan $31,542
National Financial Services Securities brokerage, Securities brokerage commissions $0