AUMdb

Kenneth Young Center 403(b) Plan

Sponsored by Kenneth Young Center · EIN 237181444 · Plan #001

Total assets
$12.3M
Net assets
$12.3M
Active participants
337
With balances
238

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
Stancorp Financial Services Claims processing, Recordkeeping, Custodial (other) $43,296
Triad Advisors Investment advisory (plan), Consulting fees $21,335