AUMdb

Fgs, Inc. D/B/A Good Shepherd Communities 403(b) Plan

Sponsored by Fgs, Inc. · EIN 161256975 · Plan #002

Total assets
$8.8M
Net assets
$8.8M
Active participants
536
With balances
271

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nbt Bancorp Na Trustee (institutional) $39,855
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0