AUMdb

Special Service For Groups, Inc. 403(b) Plan

Sponsored by Special Service For Groups, Inc. · EIN 951716914 · Plan #002

Total assets
$74.7M
Net assets
$74.7M
Active participants
2,138
With balances
2,138

Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $26,908
Vestwell Contract administrator, Investment advisory (plan), Investment management fees (direct) $20,472