AUMdb

Community Action Partnership Of Kern 403(b)

Sponsored by Community Action Partnership Of Ker · EIN 952402760 · Plan #002

Total assets
$11.3M
Net assets
$11.3M
Active participants
1,108
With balances
847

Plan year beginning 01/01/2024 · Profit-sharing, Automatic enrollment, 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
Nationwide Recordkeeping fees $13,209
Pensionmark Financial Group, Llc Investment advisory (plan), Consulting fees $10,058