AUMdb

National 4 H Council 403(b) Plan

Sponsored by National 4 H Council · EIN 362862206 · Plan #002

Total assets
$15.3M
Net assets
$15.3M
Active participants
125
With balances
151

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
First Western Trust Investment advisory (plan), Direct payment from the plan $29,399
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $28,645