403(b) Thrift Plan For Recovery Resources
Sponsored by Recovery Resources · EIN 341211116 · Plan #003
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 87
- With balances
- 127
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | 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 Ins Co Of America | Recordkeeping fees | $26,879 |
| Wells Fargo Advisors, Llc | Investment advisory (plan) | $7,063 |
| Benefit Solutions, Etc. | Contract administrator | $4,871 |
| Empower Advisory Group, Llc | Investment management | $242 |