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Mukilteo Active 403(b) Vendor Comparison Chart: Products and Roth Status

Vendor Name and Plan ID Mutual Funds
Offered
Annuities
Offered
Roth
Available
American Funds
(Plan ID# 65880)
       ✔
Ameriprise
(Plan ID# 000000011291, Client ID 152548319001)
       ✔       ✔
Corebridge Financial (formerly AIG Retirement, VALIC)
(Plan ID# 21000 subgroup 001109)
       ✔        ✔
Equitable (AXA Equitable Annuities)
(Plan ID# 709522)
       ✔        ✔
Fidelity
(Plan ID# 54733)
       ✔        ✔
FTC (formerly Waddell & Reed/ Ivy Funds)
(Plan ID# T0028885 and 8 others)
       ✔
Invesco
(Plan ID# 73924)
       ✔        ✔
MassMutual
(Plan ID# SE2713818)
       ✔
MassMutual Ascend (Formerly Great American)
(Plan ID# 0T9281)
       ✔        ✔
ReliaStar Life Insurance Company
(Plan ID# AG31)
       ✔        ✔
Security Benefit
(Plan ID# O17880)
       ✔       ✔        ✔
Thrivent (Annuities)
(Plan ID# 2370660)
       ✔
Thrivent Mutual Funds
(Plan ID# Group 400217316)
       ✔
Vanguard
(Plan ID# 432294)
       ✔        ✔

Mukilteo Active 403(b) Vendor Comparison Chart: Marketing Method

Vendor Name and Plan IDCompany
Reps*
Independent
Reps**
DIY***
(no rep)
American Funds
(Plan ID# 65880)
       ✔
Ameriprise
(Plan ID# 000000011291, Client ID 152548319001)
       ✔
Corebridge Financial (formerly AIG Retirement, VALIC)
(Plan ID# 21000 subgroup 001109)
       ✔
Equitable (AXA Equitable Annuities)
(Plan ID# 709522)
       ✔
Fidelity
(Plan ID# 54733)
       ✔
FTC (formerly Waddell & Reed/ Ivy Funds)
(Plan ID# T0028885 and 8 others)
       ✔
Invesco
(Plan ID# 73924)
       ✔
MassMutual
(Plan ID# SE2713818)
       ✔
MassMutual Ascend (Formerly Great American)
(Plan ID# 0T9281)
       ✔
ReliaStar Life Insurance Company
(Plan ID# AG31)
       ✔
Security Benefit
(Plan ID# O17880)
       ✔
Thrivent (Annuities)
(Plan ID# 2370660)
       ✔        ✔
Thrivent Mutual Funds
(Plan ID# Group 400217316)
       ✔        ✔
Vanguard
(Plan ID# 432294)
       ✔

*Company Affiliated Reps generally work with one particular vendor
**Independent Representatives may work with multiple vendors
***DIY means these are do-it-yourself options with no advisor

Notes:
1. Typically all products are subject to account administration fees and investment management expenses. Some annuity accounts may have surrender changes. Contact the vendor for full expense information.
2. Commissions or sales charges generally do not apply to DIY vendor accounts.
3. There may be additional legacy vendors under the 403(b) Plan. For more information contact Carruth Compliance Consulting (CCC) at 503-968-8961 or send us an inquiry on this page: https://www.ncompliance.com/ask-ccc.aspx

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Page Last Modified: 10/24/2022 2:26:06 PM