AUMdb

See 403(b) Retirement Plan

Sponsored by Social And Environmental Entrepreneurs · EIN 954116679 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
457
With balances
161

Plan year beginning 01/01/2024 · 401(k)

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
Proaccount Investment advisory (participants) $7,269
The Ryding Company Recordkeeping, Claims processing, Participant loan processing $1,304
Nationwide Investment advisory (participants) $1,100