AUMdb

Family Resources 403(b) Retirement Plan

Sponsored by Family Resources, Inc. · EIN 237146873 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
84
With balances
150

Plan year beginning 07/01/2024 · 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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $25,118