AUMdb

National Society Daughters Of The American Revolution 403(b) Plan

Sponsored by National Society Daughters Of The American Revolution · EIN 530205923 · Plan #002 · Washington, DC

Total assets
$16.8M
Net assets
$16.8M
Active participants
90
With balances
171

Plan year beginning 01/01/2024 · 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
Vanguard Account maintenance fees, Recordkeeping fees $19,996
Fidelity Investment Inst. Recordkeeping fees, Account maintenance fees $1,730