AUMdb

Eau Claire Cooperative Center 403(b) Retirement Plan And Trust

Sponsored by Eau Claire Cooperative Health Center · EIN 570965445 · Plan #001

Total assets
$11.4M
Net assets
$11.4M
Active participants
528
With balances
296

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Aprio Benefit Advisors Llc Contract administrator, Participant loan processing, Participant communication $7,410
Nationwide Recordkeeping, Custodial (securities), Direct payment from the plan $2,262