Youth For Christ/Usa 403(b) Retirement Plan
Sponsored by Youth For Christ/Usa · EIN 362193619 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 218
- With balances
- 262
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Geneos Wealth Management, Inc. CRD 120894 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $57,927 |
| Geneos Wealth Management, Inc. | Investment advisory (plan), Consulting fees | $30,517 |