AUMdb

Keiro Northwest 403(b) Plan

Sponsored by Keiro Northwest · EIN 510172382 · Plan #002

Total assets
$3.7M
Net assets
$3.7M
Active participants
62
With balances
96

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $30,396
Usi Securities Inc Other services, Other commissions, Other fees $0