AUMdb

The Sarah A. Reed Retirement Center 401(k) Savings Plan

Sponsored by Sarah A Reed Retirement Center · EIN 251215527 · Plan #006

Total assets
$3.0M
Net assets
$3.0M
Active participants
146
With balances
82

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
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $0