AUMdb

B Lab 403 B Retirement Plan

Sponsored by B Lab Company · EIN 205958773 · Plan #001

Total assets
$3.9M
Net assets
$3.9M
Active participants
86
With balances
127

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
Green Retirement Inc Investment advisory (plan) $19,387
Retirement Plan Consultants Recordkeeping, Direct payment from the plan, Recordkeeping fees $15,554