AUMdb

Favarh 403(b) Retirement Plan

Sponsored by The Arc Of The Farmington Valley, Inc. · EIN 066011136 · Plan #002

Total assets
$7.4M
Net assets
$7.4M
Active participants
359
With balances
535

Plan year beginning 07/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $47,855
Pasi, Llc Contract administrator $6,298
Rbc Capital Markets Llc Other fees $655