AUMdb

Residential Services Of Ne Mn, Inc. 403 B Plan

Sponsored by Residential Services Of Ne Mn, Inc · EIN 411296663 · Plan #001

Total assets
$8.2M
Net assets
$8.2M
Active participants
452
With balances
169

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

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $6,049
Superiorusa Corporation Contract administrator, Direct payment from the plan, Other services $2,998
Lincoln National Corporation Contract administrator $575
Principal Securities Inc Other services, Other commissions, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0