AUMdb

Family Resources 403(b) Thrift Plan

Sponsored by Family Resources · EIN 250728060 · Plan #001

Total assets
$2.4M
Net assets
$2.4M
Active participants
79
With balances
87

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Voya Retirement Insurance And Annui Recordkeeping, Custodial (securities) $30,956
Northwestern Mutual Investment Serv Other commissions $0