AUMdb

Depaul Community Resources 403 B Plan

Sponsored by Depaul Community Resources · EIN 541108079 · Plan #003

Total assets
$5.9M
Net assets
$5.9M
Active participants
149
With balances
213

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
Empower Annuity Insurance Co. Of Am Recordkeeping fees $36,684
Pensionmark Financial Group, Llc Investment advisory (plan) $13,492
Foti Flynn Lowen & Company Pc Accounting $13,000
Retirement Plan Solutions Contract administrator $7,162