AUMdb

Catholic Eldercare 403(b) Plan

Sponsored by Catholic Eldercare, Inc. · EIN 411399954 · Plan #001

Total assets
$9.3M
Net assets
$9.3M
Active participants
425
With balances
193

Plan year beginning 01/01/2024 · 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
Alerus Financial, N.A. Recordkeeping, Trustee (directed), Sub-transfer agency fees $54,206