AUMdb

Margaret Woodbury Strong Museum 403(b) Dc Plan

Sponsored by Margaret Woodbury Strong Museum · EIN 160954168 · Plan #001 · Rochester, NY

Total assets
$24.4M
Net assets
$24.4M
Active participants
212
With balances
447

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
Tiaa $24,246
Wealth Enhancement Advisory Service $21,444