AUMdb

Los Angeles Philharmonic Association Voluntary 403 B Plan

Sponsored by Los Angeles Philharmonic Association · EIN 951696734 · Plan #003

Total assets
$92.2M
Net assets
$92.2M
Active participants
1,548
With balances
424

Plan year beginning 01/01/2024 · Default investment account (QDIA), Participant-directed brokerage accounts

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 Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $27,522