AUMdb

First Financial Resources, Inc. Profit Sharing Plan And Trust

Sponsored by First Financial Resources, Inc. · EIN 370638031 · Plan #002

Total assets
$35.4M
Net assets
$35.4M
Active participants
243
With balances
419

Plan year beginning 01/01/2024 · 401(k)

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $4,725
Stifel Nicolaus & Co Inc Other commissions $0
Park Avenue Securities Other commissions $0