Familyaid Boston 403 B Retirement Plan
Sponsored by Familyaid Boston Inc. · EIN 042105756 · Plan #002
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 125
- With balances
- 130
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $19,046 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $1,298 |