AUMdb

Fitzmaurice Community Services, Inc 403(b)

Sponsored by Fitzmaurice Community Services, Inc. · EIN 232108508 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
321
With balances
260

Plan year beginning 07/01/2024 · Automatic enrollment, Total participant-directed account, 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
Ascensus Llc Other fees, Participant loan processing, Recordkeeping fees $35,360
Campbell, Rappold & Yurasits Llp Accounting, Direct payment from the plan $8,800