AUMdb

Frederiksted Health Care Inc 403(b) Retirement Plan

Sponsored by Frederiksted Health Care Inc. · EIN 660586667 · Plan #001

Total assets
$4.5M
Net assets
$4.5M
Active participants
156
With balances
177

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

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
Ascensus Llc Recordkeeping fees, Participant loan processing, Other fees $20,562
Merrill Lynch Retirement & Benefit Investment advisory (plan), Direct payment from the plan $19,484