Section 403(b) Retirement Plan For Arrow Child & Family Ministries
Sponsored by Arrow Child & Family Ministries · EIN 010628536 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 787
- With balances
- 997
Plan year beginning 01/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $33,411 |
| Ubs Financial Services Inc | Investment advisory (plan) | $31,695 |
| Nova 401(k) Associates | Contract administrator | $7,838 |
| Empower Advisory Group, Llc | Investment management | $6,561 |