AUMdb

St. Charles Youth & Family Services, Inc. 403(b) Plan

Sponsored by St. Charles Youth & Family Services, Inc. · EIN 390914040 · Plan #001

Total assets
$3.1M
Net assets
$3.1M
Active participants
204
With balances
107

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
Johnson Bank Trustee (institutional), Investment advisory (plan), Direct payment from the plan $31,707