AUMdb

Economic Opportunity Program, Inc. 403(b) Plan

Sponsored by Economic Opportunity Program, Inc. · EIN 160906941 · Plan #001

Total assets
$4.5M
Net assets
$4.5M
Active participants
117
With balances
147

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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
Chemung Canal Trust Company Contract administrator, Recordkeeping, Consulting (general) $25,570
Equitable Financial Life Ins Co Investment management, Trustee (directed), Shareholder servicing fees $2,171