AUMdb

Retirement Plan For Employees Of New England Donor Services, Inc.

Sponsored by New England Donor Services, Inc. · EIN 813650975 · Plan #001

Total assets
$55.6M
Net assets
$55.6M
Active participants
342
With balances
455

Plan year beginning 01/01/2024 · 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
Fidelity Investments Inst. Participant loan processing, Recordkeeping fees, Account maintenance fees $39,055