AUMdb

Baker College Professional Services 403(b) Plan

Sponsored by Baker College Professional Services, Inc. · EIN 383043861 · Plan #005

Total assets
$9.7M
Net assets
$9.7M
Active participants
848
With balances
259

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, 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
Mml Investors Services, Llc CRD 10409 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $44,256
Mml Investor Services Investment advisory (plan) $14,223