Family Centers Inc. Retirement Plan
Sponsored by Family Centers Inc. · EIN 060646656 · Plan #002
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 282
- With balances
- 287
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $47,045 |
| Nationwide | Recordkeeping, Insurance services, Recordkeeping fees | $19,099 |
| Assuredpartners Northeast Llc | Other services, Other fees | $1,521 |
| Morgan Stanley & Co. | Investment management, Securities brokerage, Other commissions | $0 |