AUMdb

Arbor Acres 403 B Plan

Sponsored by Arbor Acres United Methodist · EIN 561152263 · Plan #001

Total assets
$13.5M
Net assets
$13.5M
Active participants
195
With balances
283

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
Voya Retirement Insurance & Annuity Recordkeeping fees $52,396
Capfinancial Partners, Llc Other fees $28,000