Tri County 403(b)
Sponsored by Tri County Community Action Agency, Inc. · EIN 221942357 · Plan #001
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 703
- With balances
- 284
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $57,154 |
| Lpl Financial Llc Rpcp | Investment advisory (plan), Other fees | $0 |
| Lincoln Financial Advisors Corporat | Investment advisory (plan), Other fees | $0 |