Fosber Savings & Retirement Plan
Sponsored by Fosber America, Inc. · EIN 391714500 · Plan #001
- Total assets
- $34.6M
- Net assets
- $34.6M
- Active participants
- 192
- With balances
- 205
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Investment advisory (participants), Investment management | $60,497 |
| Nwa | Participant loan processing, Recordkeeping fees | $8,193 |
| Ameriprise Financial Services | Investment advisory (plan) | $0 |