Metropolitan Development Council 403(b) Plan
Sponsored by Metropolitan Development Council · EIN 910780533 · Plan #004
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 159
- With balances
- 488
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| D.A. Davidson | Insurance agents and brokers, Investment advisory (participants), Investment advisory (plan) | $42,309 |
| Pcs | Recordkeeping fees, Account maintenance fees | $15,731 |
| Professional Benefit Services | Participant loan processing, Other services | $13,330 |
| Reliastar Life Insurance Company, | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $0 |