Overbrook Friedlander Programs 403(b) Retirement Plan
Sponsored by Overbrook Friedlander Programs · EIN 232469202 · Plan #001 · Philadelphia, PA
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 91
- With balances
- 126
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nfp Retirement Inc. | Securities brokerage | $27,778 |
| Nfp | Plan administrator, Investment advisory (plan) | $12,716 |
| Brinker Capital Investments | Investment advisory (participants) | $5,043 |
| Nationwide Financial | Recordkeeping | $3,090 |