Hoosier Uplands Economic Development Corporation 403(b) Plan
Sponsored by Hoosier Uplands Economic Development Corporation · EIN 351115492 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 221
- With balances
- 131
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates, Inc. | Investment advisory (plan), Direct payment from the plan | $27,171 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $18,332 |