AUMdb

Flexpep(b) Pooled Employer 403(b) Plan

Sponsored by American Tcs Fiduciary Services, Llc · EIN 932789379 · Plan #405

Total assets
$16.3M
Net assets
$16.3M
Active participants
1,097
With balances
441

Plan year beginning 04/01/2024 · 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
Lincoln National Corporation Contract administrator $370

Filing history

Plan year Assets Participants Source
04/01/2024 $16.3M 1,097 ack 20260113143524NAL0016585219001
01/01/2024 $16.3M 1,097 ack 20251015171105NAL0002798515001