AUMdb

Downtown Emergency Service Center 403(b) Plan

Sponsored by Downtown Emergency Service Center · EIN 911275815 · Plan #001

Total assets
$19.0M
Net assets
$19.0M
Active participants
1,033
With balances
1,095

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Direct payment from the plan $84,324
Kestra Advisory Services, Llc Investment advisory (plan), Consulting fees $14,753