AUMdb

The University Of New Mexico Foundation 403(b)

Sponsored by The University Of New Mexico Foundation 403(b). · EIN 850275408 · Plan #001

Total assets
$18.1M
Net assets
$18.1M
Active participants
107
With balances
134

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, Recordkeeping fees, Account maintenance fees $3,165