AUMdb

Kendal Crosslands Communities 403(b) Plan

Sponsored by Kendal Crosslands Communities · EIN 231906212 · Plan #002

Total assets
$33.4M
Net assets
$33.4M
Active participants
778
With balances
922

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
Mutual Of America Sec. Corp Llc Recordkeeping, Participant loan processing, Other services $114,673
Wilshire Associates Inc. Named fiduciary $15,496