AUMdb

Leadingage, Inc. Section 403(b) Savings And Retirement Plan

Sponsored by Leadingage, Inc. · EIN 136213525 · Plan #001

Total assets
$41.3M
Net assets
$41.3M
Active participants
115
With balances
213

Plan year beginning 01/01/2024 · 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
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $850