AUMdb

Planned Parenthood League Of Massachusetts 403(b) Plan

Sponsored by Planned Parenthood League Of Massachusetts, Inc. · EIN 042698497 · Plan #001

Total assets
$11.7M
Net assets
$11.7M
Active participants
210
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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins. Co. Of America Recordkeeping fees $28,330
Cambridge Investment Research Investment advisory (plan) $27,719