Family Central 403(b) Retirement Plan
Sponsored by Family Central Inc. · EIN 591487190 · Plan #002
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 96
- With balances
- 136
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | 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 |
|---|---|---|
| Ameriprise Financial Services Llc | Investment advisory (plan), Other fees | $49,571 |
| Empower Advisory Group, Llc | Investment management | $657 |
| Lincoln National Corporation | Other fees | $400 |
| Morningstar | Other fees | $7 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |
| Valic | Other fees | $0 |