AUMdb

Transitions Of Western Illinois 403(b) Retirement Plan

Sponsored by Transitions Of Western Illinois, Inc. · EIN 370971282 · Plan #001

Total assets
$10.7M
Net assets
$10.7M
Active participants
234
With balances
227

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
Lincoln National Corporation Contract administrator $32,468
Merrill Lynch Investment advisory (participants) $19,466