AUMdb

Southwestern Pa Human Services, Inc. Tax Sheltered Annuity Plan

Sponsored by Southwestern Pa Human Services, Inc. · EIN 251492288 · Plan #002 · Charleroi, PA

Total assets
$26.1M
Net assets
$26.1M
Active participants
512
With balances
900

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Inst Ops Recordkeeping fees, Account maintenance fees $375