AUMdb

Tempe Life Care Village, Inc. 403(b) Plan

Sponsored by Tempe Life Care Village, Inc. Dba Friendship · EIN 860335417 · Plan #002

Total assets
$7.3M
Net assets
$7.3M
Active participants
593
With balances
445

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
Wells Fargo Advisors Financial Network, Llc CRD 11025 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $49,170
Wells Fargo Advisors Fin Network Investment advisory (plan), Other fees $0