AUMdb

Sierra Club 401(k) Plan For Pwu Chapter Employees

Sponsored by Sierra Club · EIN 941153307 · Plan #005

Total assets
$8.0M
Net assets
$8.0M
Active participants
162
With balances
214

Plan year beginning 01/01/2024 · 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 Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$4,357