AUMdb

Our Daily Bread Ministries 401(k) Retirement Plan

Sponsored by Rbc Ministries Dba Our Daily Bread Ministries · EIN 381613981 · Plan #002

Total assets
$29.8M
Net assets
$29.8M
Active participants
274
With balances
326

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $95,642
Lpl Financial Llc Rpcp Investment advisory (plan), Other fees $0
Watkins Ross & Co Other services, Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0