AUMdb

Bethesda 403 B Retirement Plan

Sponsored by Bethesda Associates · EIN 841087692 · Plan #001

Total assets
$20.6M
Net assets
$20.6M
Active participants
1,109
With balances
1,255

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 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
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $37,320
Cetera Investment Advisors Consulting (general), Consulting fees $0