AUMdb

Mission Neighborhood Centers, Inc. 403(b) Plan

Sponsored by Mission Neighborhood Centers, Inc. · EIN 941408150 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
226
With balances
232

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).

Firm Match Plan year
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $37,937
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Consulting fees $9,558