403(b) Thrift Plan Of Big Brothers Big Sisters Independence Region
Sponsored by Big Brothers Big Sisters Independence Region · EIN 231352034 · Plan #003
- Total assets
- $1.7M
- Net assets
- $1.7M
- Active participants
- 87
- With balances
- 95
Plan year beginning 07/01/2021 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $8,658 |
| Great West Life & Annuity Insurance | Recordkeeping fees | $4,627 |
| Atlantic Pension Services, Inc. | Contract administrator | $2,628 |