AUMdb

Inglis Foundation 403(b) Retirement Plan

Sponsored by Inglis Foundation · EIN 232326553 · Plan #002

Total assets
$24.8M
Net assets
$24.8M
Active participants
539
With balances
762

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
Lincoln National Life Insurance Co Contract administrator $72,550