AUMdb

Southern Environmental Law Center Retirement & Employee Savings Plan

Sponsored by Southern Environmental Law Center · EIN 521436778 · Plan #001

Total assets
$51.6M
Net assets
$51.6M
Active participants
219
With balances
239

Plan year beginning 01/01/2024 · 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
Fidelity Investments Participant loan processing, Recordkeeping fees, Account maintenance fees $2,733
Lincoln National Corporation Contract administrator $125
Fidelity Investments Recordkeeping fees, Account maintenance fees $65