Admiral Farragut Academy, Inc. 403(b) Dc Plan
Sponsored by Admiral Farragut Academy, Inc. · EIN 593038365 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 122
- With balances
- 187
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 O | Recordkeeping fees | $17,703 |
| Ubs Financial Services, Inc. | Investment advisory (plan) | $9,873 |
| Retirement Solutions Specialists | Contract administrator | $1,025 |
| Tiaa | Contract administrator | $600 |
| Empower Advisory Group, Llc | Investment management | $324 |