Familyforward Custodial Pension Plan
Sponsored by Familyforward · EIN 430652622 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 128
- With balances
- 245
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $12,384 |
| Fidelity Inv Inst Operations Co Inc | Contract administrator, Direct payment from the plan, Recordkeeping fees | $2,328 |