AUMdb

Mckinley 403(b) Plan

Sponsored by Mckinley Children's Center · EIN 952016696 · Plan #001

Total assets
$12.6M
Net assets
$12.5M
Active participants
497
With balances
556

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

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
Empower Annuity Insurance Co Recordkeeping fees $46,821
Monarch Corporate Advisors, Inc. Investment advisory (plan) $25,739
Truog Ryding Company Contract administrator $19,216
Advised Advisory Group Investment management $5,739