AUMdb

Accord 403(b)

Sponsored by Accord · EIN 410972546 · Plan #001

Total assets
$9.1M
Net assets
$9.1M
Active participants
509
With balances
307

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

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 $31,203