AUMdb

The Baby Fold 403(b) Retirement Savings Plan

Sponsored by The Baby Fold, Inc. · EIN 370673453 · Plan #002

Total assets
$13.7M
Net assets
$13.7M
Active participants
242
With balances
295

Plan year beginning 07/01/2024 · Age/service weighted or new comparability, 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
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $11,239