AUMdb

Reading Partners 403(b) Plan

Sponsored by Reading Partners · EIN 770568469 · Plan #001

Total assets
$8.0M
Net assets
$8.0M
Active participants
139
With balances
193

Plan year beginning 07/01/2024 · Total participant-directed account, 401(m) arrangement

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mma Securities Llc Investment advisory (plan) $30,173
Empower Annuity Insurance Company O Recordkeeping fees $0