AUMdb

Exceptional Care For Children 403(b) Plan

Sponsored by Exceptional Care For Children, Inc. · EIN 800748765 · Plan #001

Total assets
$4.8M
Net assets
$4.8M
Active participants
178
With balances
139

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
Meridian Wealth Partners, Llc CRD 287768 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 Insrance Co Recordkeeping fees $8,263
Meridian Wealth Partners Llc Investment advisory (plan) $7,857
Pension Plan Consultants Llc Contract administrator $7,642
Empower Advisory Group, Llc Investment management $303