AUMdb

Lakeshore Legal Aid 403(b) Plan

Sponsored by Lakeshore Legal Aid · EIN 381850908 · Plan #001

Total assets
$3.2M
Net assets
$3.2M
Active participants
213
With balances
171

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, 401(m) arrangement

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
Equitable Financials Life Insurance Investment management, Trustee (directed), Shareholder servicing fees $13