403(b) Thrift Plan For Child And Family Services Of Erie County
Sponsored by Child & Family Services Of Erie County · EIN 161004825 · Plan #004
- Total assets
- $40.1M
- Net assets
- $40.1M
- Active participants
- 796
- With balances
- 1,494
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Valic Retirement Services Co. | Custodial (securities), Investment advisory (participants), Investment management | $79,336 |
| Mutual Of America Life Insurance Co | Claims processing, Recordkeeping, Participant loan processing | $719 |
| Equitable Financial Life Insurance | Trustee (directed), Investment management, Participant loan processing | $365 |