Exceptional Family Resources 401(k) Plan
Sponsored by Exceptional Family Resources, Inc. · EIN 161098311 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 343
- With balances
- 125
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research Advis | Investment advisory (plan) | $21,232 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $11,512 |