AUMdb

Lifelong Learning Administration Corporation 403(b) Plan

Sponsored by Lifelong Learning Administration Corporation · EIN 475307489 · Plan #001

Total assets
$37.5M
Net assets
$37.5M
Active participants
386
With balances
379

Plan year beginning 01/01/2024 · Profit-sharing, 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
Pensionmark Financial Group Other fees $32,889
Pensionmark Financial Group Other fees $16,500
Stephen B. Marvin Agency Inc. Other fees $7,949
Voya Retirement Insurance & Annuity Recordkeeping fees $0