AUMdb

Stevens Community Medical Center 403(b) Plan

Sponsored by Stevens Community Medical Center · EIN 363311936 · Plan #002

Total assets
$28.5M
Net assets
$28.2M
Active participants
295
With balances
286

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

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
Advisor's Pride Sales loads, Distribution (12b-1) fees $52,157
Alerus Financial, N.A. Recordkeeping, Trustee (institutional), Trustee (discretionary) $27,545