Family Resource Agency Inc. 403(b) Retirement Plan
Sponsored by Family Resources Agency Inc. · EIN 620876593 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 404
- With balances
- 523
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 |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $21,730 |
| Pensionmark Fin Group Llc | Consulting (general), Consulting fees | $0 |