AUMdb

403(b) Thrift Plan For Employees Of Family Service Agency Of Santa Barbara

Sponsored by Family Service Agency · EIN 951644031 · Plan #003

Total assets
$5.8M
Net assets
$5.8M
Active participants
233
With balances
344

Plan year beginning 07/01/2024 · 401(k)

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
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $4,456