AUMdb

Careersource Central Florida 403(b) Plan

Sponsored by Central Florida Regional Workforce Development Board, Inc. · EIN 593396497 · Plan #001

Total assets
$13.5M
Net assets
$13.5M
Active participants
175
With balances
219

Plan year beginning 07/01/2024 · 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 $34,265