AUMdb

The Family Place 403(b) Plan

Sponsored by The Family Place, Inc. · EIN 751590896 · Plan #001 · Dallas, TX

Total assets
$3.3M
Net assets
$3.3M
Active participants
91
With balances
91

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Bokf Na Custodial (securities), Participant loan processing, Investment management fees (indirect) $5,720