Front Porch Retirement Plan
Sponsored by Front Porch Communities And Services · EIN 954538269 · Plan #001
- Total assets
- $127M
- Net assets
- $127M
- Active participants
- 2,900
- With balances
- 4,704
Plan year beginning 04/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
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 | $96,479 |
| Wells Fargo | Trustee (institutional), Direct payment from the plan | $74,715 |
| Variable Annuity Life Insurance Co. | Custodial (securities), Investment advisory (participants), Investment management | $1,533 |