AUMdb

Akron Summit Community Action, Inc. 403(b) Plan

Sponsored by Akron Summit Community Action, Inc. · EIN 340965339 · Plan #001

Total assets
$15.9M
Net assets
$15.9M
Active participants
222
With balances
381

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

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
Gwn Securities Recordkeeping, Sub-transfer agency fees, Participant communication $67,402
July Business Services, Llc Sub-transfer agency fees, Account maintenance fees, Insurance mortality and expense $44,186
Meeder Investment Management Recordkeeping, Participant communication, Investment advisory (participants) $13,859
Reliastar Life Insurance Recordkeeping fees $0