AUMdb

Sholom Community Alliance 403 B Plan

Sponsored by Sholom Community Alliance · EIN 411837022 · Plan #001

Total assets
$14.3M
Net assets
$14.3M
Active participants
514
With balances
310

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $37,753
Nfp Retirement Inc. Investment advisory (plan), Direct payment from the plan $31,437