Fountain House 403(b) Retirement Plan
Sponsored by Fountain House, Inc. · EIN 131624009 · Plan #002
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 256
- With balances
- 350
Plan year beginning 07/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Smith Brothers Financial, Llc CRD 322951 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance | Recordkeeping fees | $32,896 |
| Smith Brothers Financial Llc | Investment advisory (plan) | $28,455 |
| Empower Advisory Group, Llc | Investment management | $10,918 |
| The Angell Pension Group Inc | Contract administrator | $4,500 |