AUMdb

Fraser, Ltd 403(b) Retirement Plan

Sponsored by Fraser, Ltd · EIN 450226418 · Plan #001

Total assets
$8.0M
Net assets
$8.0M
Active participants
225
With balances
95

Plan year beginning 07/01/2024 · 401(k)

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
Bremer Bank National Association Trustee (directed) $22,417
Empower Annuity Insurance Company Recordkeeping fees $11,660