Fairfax Medical 403(b) Plan
Sponsored by Fairfax Medical Facilities Inc. · EIN 830410970 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 78
- With balances
- 103
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insrnce Co Of Amer | Recordkeeping fees | $16,390 |
| Edward D Jones & Co Lp | Investment advisory (plan) | $11,647 |
| Empower Advisory Group Llc | Investment management | $2,571 |
| American United Life Insurance Co | Participant communication, Insurance mortality and expense, Other insurance wrap fees | $0 |