AUMdb

403(b) Thrift Plan For Legal Services

Sponsored by Legal Services Of The Hudson Valley · EIN 136265606 · Plan #003

Total assets
$18.4M
Net assets
$18.4M
Active participants
278
With balances
299

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

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
Principal Life Insurance Company Recordkeeping fees, Direct payment from the plan, Participant loan processing $6,617